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Market in Review - April
The S&P 500 (+0.4%) underperformed most asset classes including:
- Gold (+3.9%)
- Non-US equities (+2.7% in USD / +1.2% in local terms)
- Small cap equities (+1.6%)
- Corporate bonds (+1.4%)
While the S&P 500 managed to beat only a handful of assets like:
- Cash (unchanged)
- Long-term Treasury bonds (-0.5%)
Commodity-oriented sectors were the best performers
- Crude oil rose over 20% for the month
- Silver increased over 15%
Value stocks beat Growth stocks for the fourth consecutive month in April, the longest streak of Value outperformance since early 2013
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From the Desk of Clay Keeley, Manager of Investment Education and Communication
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Upcoming ARGI Events
Indianapolis Teachers Retirement Workshop Series
Presented by Rob Curry, CFP
®. All workshops are held at our Indianapolis office: 5750 Castle Creek Parkway, North Drive, Suite 170
Wednesday, September 14 - 4:30PM |
Register
Wednesday, December 28 - 2:00PM |
Register
Keys to Healthier Living for Women & Men
Learn what health screenings are important and how to best prepare for a visit with your doctor. We'll also discuss exercise, healthy diet, sleep and life balance for the importance of mental and physical well being.
Thursday, May 26th
6:00 PM | ARGI Louisville
Also available via webinar
Presented by Chris Summerfield, BSN, RNC
Women's Health Community Education Coordinator at Baptist Health Louisville
Register for event
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Reducing the Risk of Outliving Your Money
"What is your greatest retirement fear?" If you ask retirees that question, "outliving my money" may likely be one of the top answers. Retirees and pre-retirees alike share this anxiety. In a 2014 Wells Fargo/Gallup survey of more than 1,000 investors, 46% of respondents cited that very fear; 42% of the respondents to that poll were making $90,000 a year or more.
Retirees face greater "longevity risk" today. According to an analysis of Census Bureau data by the Center for Retirement Research at Boston College, the average retirement age in this country is 65 for men and 63 for women. Many of us will probably live into our eighties and nineties; indeed,
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Community Corner
As a firm, one of ARGI's core values is Commitment. We're committed to our clients, our fellow team members and our community. By sharing our time and talent, we hope to improve the lives of others around us.
We also like to recognize our clients and friends who give back to the community. In this issue
, we would like to say a huge "thank you" to Jacqueline Covington, whose involvement with the Tuskegee Airmen landed her as a recognized volunteer!
To hear more about Jacqueline's efforts, click here!
(photo courtesy of Redtail.org)
Active Heroes is a 501(c)(3) charity with national programs assisting veterans and military families with a vision to end veteran suicide. Active Heroes' mission is to support U.S. military service members, veterans and their families through physical, educational and emotional programs providing coping skills in an effort to eliminate veteran suicide.
They are hosting their first ribbon cutting to honor the life and final mission of Major Justin Finch, U.S. Army Retired, and festivities will include a ribbon cutting ceremony for the first cabin, ground breaking of the second cabin site, guest speakers, hay-ride
tours of the Retreat, a food truck and DJ. All are welcome!
When: 10AM, May 27th
Where: 1022 Ridgeview Drive, Shepherdsville, KY 40165
Major Finch was almost a suicide statistic. He sought help, and found it at the Active Heroes' Retreat Center. For more information, visit
www.activeheroes.org or contact
[email protected]
ARGI will also be returning with a team to this year's
Walk MS Louisville
, May 21st at the Water Tower. To learn more about MS
click here
, or to join our team or donate,
click here
.
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Congratulations Corner
Congrats to client Michael Allen on his new business venture,
Louisville Flyboards. Never heard of it? It kind of looks like
flying on water. See for yourself:
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| Flyboarding demo - courtesy of Rocky Mountain Flyboard |
This is not an endorsement. ARGI and Louisville Flyboards are separate and unrelated entities.
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Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. When you link to any of the websites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third party technology, sites, information and programs made available through this site. The opinions voiced in this publication are for general information only. They are not intended to provide specific advice or recommendations for any individual. All investment decisions should be based on your individual objectives, risk tolerance and time horizon.
LOUISVILLE | BOWLING GREEN | CINCINNATI | INDIANAPOLIS | GRAND RAPIDS | NORWALK
ARGI Financial Group | 2110 High Wickham Place | Louisville, KY | 40245 | www.argi.net
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