Portfolio Performance, Market Behavior as of 6/30/2017 Posted Here

The quarter just ended one business day ago and already we have posted our 6/30/2017 Model Portfolio performance data found here. The quarterly market review is posted here. It quickly informs you what happened in last quarter and first 6 months of year as well as longer term. The last two pages of the quarterly market review reports on the relationship of stock market performance and interest rates. Most assume that the relationship is clear- guess again. In a week or two we’ll have our 401(k) numbers and will add them here. What happened in the last quarter and first 6 months in our portfolios. Well, steady goes the ship – boringly good.  The 100% stock portfolio is up about 8% for the year and just under 3% for quarter. Volatility is low. Some industry pundits are saying, “This is scary that it is not scary”. Their worry is that something will upset the apple cart and the market will get more volatile. My reaction, “”Of course, that will happen – it is NORMAL! And there’s nothing you can do about it – except try not to watch the market that closely!” Ok, ok, I will get off my soapbox! So what’s been happening with various asset classes in recent times? The “rest of the world” stock index that we show as a benchmark in our model data has been on a tear compared to its performance over the last 18 1/2 years. It was up 14.1% last six months and 5.8% last quarter. To enjoy that you have to own it which our clients do in the DFIEX...

O’Reilly Wealth Advisors Announces 10/17/17 401(k) Workshop & White Paper

On October 17, 2017 O’Reilly Wealth Advisors is hosting a 401(k) workshop. At the workshop, results of a study of a large number of 401(k) plans in San Diego County, especially North County, will be presented. If you want your company’s 401(k) plan included – please contact us no later than September 1. Your plan’s presence in the study will be anonymous. No individual plans information will be revealed. If you want your plan studied – we call it a Fiduciary Risk Review – please let us know. Mark your calendars for now and more details will be coming, including how to...