Client Letter 2018 Q2

Q1-2018 Market Results

For the first time in nine consecutive quarters, the equity markets were down almost across the board in the first quarter of 2018. The S&P 500 was down -0.76% and global ex-U.S. stocks were down -1.33%. Only the emerging markets were positive for stocks last quarter, up +1.28%. Bonds were also down, with the Barclays index down -1.46%. Short-term treasuries were up slightly at +0.34%, probably a result of being viewed as a safe-haven destination. Not a terrible quarter by any means, but a significant reversal of the positive trend seen for over the last two years.

Portfolio Thoughts

The U.S. stock market took a breather in the first quarter from its strong, positive trend of the last two years. After all of the three U.S. markets (S&P 500, Dow Jones & NASDAQ) hit all-time highs on January 26, 2018,

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Client Letter 2018 Q1

Annual Charitable Contribution

As in years past, in lieu of sending Holiday gifts to clients, Barron Financial Group has made a contribution to the Northwest Connecticut Community Foundation. Similar to previous years, we pledged $25 per client household for a total contribution of $2,150. For privacy purposes, client names will not be disclosed. From Sandra, John & and me, we hope you and your families had a terrific holiday season and that this new year brings happiness, health and prosperity.

Q4-2017 Market Results

The S&P 500 followed a consistent upward trend during the fourth quarter of 2017 finishing up

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