Thoughts January 2017

January 9, 2017

When Should Investors Sell Stocks?

Financial planning can help investors make effective decisions following recent stock market gains.

Stocks performed well in 2016, posting a solid second half after starting the year on the back foot. In almost a mirror-image, bonds faded in the second half after a strong start to the year. Bonds lagged behind stocks by a double-digit margin for the first calendar year since 2013. Table 1 presents total returns in 2016 on a sample of large, widely-held index funds or bonds.

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