Thought Leadership By Our Team

Despite plenty of headwinds for the equity markets (lingering trade dispute, new impeachment proceedings, and a crude oil infrastructure attack to highlight a few) the S&P 500 eeked out a 1.9% gain for the month. Small cap stocks fared about as well as large cap names with the Russell 2000 index posting a 2.1% return for September. Foreign stocks fared equally well last month with a 2.9% return for the MSCI EAFE index and a 1.9% return for the emerging market index.

It’s important to have a basic understanding of the concepts and terms financial professionals you speak with will be using. This can help you make more informed decisions as you move forward in navigating the financial services industry.