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Answers & Observations

Stay up to date with the latest personal finance developments, financial planning advice, investment news and retirement planning tips from our team of certified financial planners and experienced wealth advisors here in New York City.

Posts tagged Strategy Review
The 2016 Year in Review

In January 2016, we projected that the S&P 500 would gain 5% for the year, but we noted we would revisit that estimate in July.  In July, noting that an earnings recession among US corporations was coming to an end, we elevated our forecast to 10%.  For the full year, the S&P 500 rose 12.0%, so close enough.  Full details of US and world Indexes are here.

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