The second quarter of 2015 was filled with mixed signals from financial markets around the world.
In the U.S., jobless claims fell to their lowest level in 15 years, the S&P 500 reached a new high, but we learned the U.S. economy contracted 0.7% in the first quarter.
Around the world, China’s economy slowed to levels not seen since 2009, Greece faced troubles (again!), but European stocks also set new records.
To see how the global capital markets and major asset classes fared in the second quarter of 2015, check out our quarterly market review (below), compiled with some assistance from our friends at Dimensional Fund Advisors.
Also, make sure to check out “The Seven Roles of an Advisor” article located at the end of the review, written by Jim Parker, Vice President at Dimensional.
You can download a complimentary PDF copy of this report by clicking here (best option for mobile users).
Quarterly Market Review – Q2 2015
It’s important to remember that, regardless of what happens in the financial markets, the key is to develop a long-term plan, stay disciplined, and keep a proper perspective on your money.
If you’d like to delegate the time, worry, and stress that usually come with managing your own investments, click the button below to set up a complimentary 15-30 minute initial phone call.
Click to Schedule Initial Phone Call
Together, we’ll discuss your individual financial situation and explore whether or not it makes sense to pursue a possible advisory relationship with SageOak Financial, LLC.
