Market Review from Sumner Wealth Management

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- Wednesday, 12 August 2020 -


 In This Edition:

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Market Performance

Stock Market



YTD 2016

 Total U.S. Market1      
   Domestic Large Cap Equity2      
   Domestic Small Cap Equity3      
 International Equity4      
   Developed International Equity5      
   Emerging Market Equity6      

Fixed Income



YTD 2015

 U.S. Bonds7      
Cash Equivalent8      
1Russell 3000 2S&P 500 Index 3Russell 2000 Index 4MSCI ACWI ex-U.S. Index 5MSCI EAFE Index 6iShares MSCI Emerging Markets Index 7Barclays Capital U.S. Aggregate Bond Index 8Barclays Capital 1-3 Month U.S. Treasury Bill Index   

Dear Visitor,

I sincerely hope that 2014 is treating you well!  As always, see below for the latest industry news.

December Market Review











About SWM

Our firm assist individuals, families, and businesses in proactively preparing themselves for a broad range of financial decisions and life events by utilizing a team of specialized individuals to help our clients gain income protection, financial stability, and overall peace of mind for themselves and their loved ones.  We are an Integrated,  Wealth Manager Specialists.






Mark Sumner
Financial Advisor

Sumner Wealth Management, Inc.                
517 Alcove Road, Suite 202                                            
Mooresville, NC  28117                      
(704) 660-5510  Ext. 401                                                                 

Investment Management
Retirement Services




   Sumner Wealth Management | 704.660.5510 x 410 |

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