Market Review from Sumner Wealth Management

 
 
 swm noname    

- Wednesday, 12 August 2020 -

 
 

 In This Edition:

  • here is another note
  • you're the best financial advisor ever
  • yada y
  • this is one note about the report
  • ada yada, blah blah blah

Market Performance

Stock Market

September

 QTD

YTD 2016

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

Fixed Income

September

 QTD

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

text

 


Economy

text


International

text


Insurance

text

 

 

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                                        
www.sumnerwealthmanagement.com                                  


Investment Management
Retirement Services
Insurance

 

 

 

   Sumner Wealth Management | 704.660.5510 x 410 | www.SumnerWealthManagement.com

Securities offered through Securities Service Network, Inc. Member:  FINRA/SPIC

If a recommendation is included in the above email, please contact me for additional investment information supporting the recommendation.

Fee based advisory services offered through SSN Advisory, Inc. a registered investment advisor  

If you don't wish to receive emails from us, please .