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LATEST NEWSLETTER
Performance Expectations
Last year was challenging for investors. The broad stock market averages—the S&P 500 index for U.S. stocks and the MS EAFE index for non-U.S. developed markets—were down -4.4% and -13.4%, respectively. Equius clients felt an even greater impact due to larger declines in global small cap and value stocks. Adding insult to injury, the returns from short-term, high-quality bonds remain relatively low historically.
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Published regularly since 1993, it provides in-depth views of our investing philosophy and approach, how we manage relationships, and where our industry fails investors. It also reflects the consistency of our investment strategy over the past three decades.

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