This year U.S. equity has been generating much higher returns compared to other asset classes year-to-date. Look at this chart*, through Sept. 2013, to see the returns. The bottom 25% of returns is shown in red and orange, the middle 50% is yellow, and the top 25% is in green.

Asset Class Returns YTD(Click on the image to make it larger)

Not sure what this means or how it affects your portfolio? Call us today at 206-386-5455 or send us an email, and we can walk you through it.

To your wealth,

Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance

Joe Maas

 

*Note:    This information was obtained from the Federal Reserve, BLS, MorningStar, DOL, JP Morgan, Bloomberg or other providers of economic data.