Quarter 1, 2020 Market Review

Total Wealth Planning

Below is a review of world capital market performance and a timeline of events that occurred during the most recent quarter and for last year.  This quarterly review begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

We are happy to discuss any questions or concerns you may have regarding this information or the management of your portfolio.

(Click on image below to load the review)


It’s important to note this review is intended for informational purposes and should not be considered as investment advice.  Also, please note that past performance is no guarantee of future results.

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