Steve’s Quarterly Market Update

In Investment Management, October 2017, Steward Articles by Adam Cufr

At the conclusion of each quarter, Steve summarizes the ins-and-outs of the markets and economy that matter to long-term investors. Here’s a short excerpt:

Q3 Market Update

Third quarter continued the year’s steady march upwards with low volatility and consistent gains. The Wilshire 5000 Stock Index added 4.44% while the Barclays Aggregate Bond Index added a steady 0.74%. This moves stock returns to over 12% for the year and the aggregate bond market over 3%…

To read the Q3 Market Update in its entirety, please click here.


Adam Cufr, RICP® (Retirement Income Certified Professional®) is a financial advisor and founding principal of Fourth Dimension Financial Group, LLC providing personal finance and retirement planning services. Adam is a Columnist for Retirement Advisor Magazine. He is also a sought-after media commentator and thought leader. Adam was named one of The 20 Most Creative People In Insurance in 2015 and is a columnist for Retirement Advisor Magazine and the author of Off the Record – Secrets to Building a Successful Retirement and a Lasting Legacy.

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