WWK UPDATE

January
NYSE
4th Quarter Review

 

   

2013 Retrospective
  
As we reflect on 2013, in spite of all the uncertainty and muted expectations, equity markets posted double digit returns both domestically and abroad for the second consecutive year. In fact, US equities posted their strongest results since 1996.

  

It was quite a different story for the fixed-income markets!  The vast majority of bond indexes produced negative returns for 2013.  Most of the downturn in bonds took place in May and June when the ten-year treasury moved from 1.6% to 2.6% in a six week period.

 

Index

12 month Return as of 12/31/2013

S&P 500

32.39%

MSCI EAFE

22.78%

MSCI EM

-2.60%

Barcap Global Aggregate

-2.60%


While many believe that the bull market for bonds is in the past, they continue to play an important role in client portfolios.  We stress the importance of staying diversified and balanced in our investment approach.  Investing should be looked at as a marathon not a sprint.
2014 Outlook

As we look forward to 2014, many things are on the minds of money managers and investors alike. For instance:

  • How will the US Federal Reserve's monetary policy be impacted under the leadership of Janet Yellen?
  • What impact will the 2014 mid-term elections have on the economy?
  • What will it mean for the markets if the Fed tapers quantitative easing as they're expected to do?

For insights and analysis on these questions and more, please visit the Economic Outlook section of our website. 

 

 

We're Moving! 
                                                     

We're excited to announce our office is moving effective Friday, February 7, 2014. The new office is still in Northville, a few blocks away from the existing office, and our phone numbers remain unchanged. While we fully intend to keep service disruptions to a minimum, due to third party involvement there is a slight chance of interrupted phone service on our moving date. If there are issues, our expectation is to have them fully resolved by Monday, February 10th. We look forward to seeing you there!

 

126 N. Center Street
Northville, MI 48167  

 

2014
Chart
WWK Logo v2


 Northville Square
 133 W. Main Street
Suite 130
Northville, MI 48167

248.449.8300
248.449.8388 fax

 

www.wwkadvisors.com


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Securities are offered through WWK Investments, Inc. - Member: FINRA - SIPC

Investment Advisory Services are offered through WWK Advisors - Registered Investment Advisor


The information contained in this material is being provided for general educational purposes and should not be interpreted as specific legal, tax or investment advice.  It does not address or account for your individual investor circumstances.  Investment decisions should always be made based on your specific financial needs and objectives, goals, time horizon and risk tolerance.  Consult your tax advisor or attorney regarding tax issues specific to your circumstances.
 
Investors should carefully consider the investment objectives, risks, charges and expenses of any investment.  This and other important information is contained in the prospectuses (links to prospectuses can be found here), which can be obtained from your financial professional and should be read carefully before investing.  Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity.