2017 Charts of the Week

Top Ten Countries in the MSCI EAFE Index (as of 6/30/17)

Posted July 21, 2017

The Morgan Stanley Capital International ("MSCI") Europe, Australasia, and Far East Index ("EAFE") is a benchmark commonly used to measure non-U.S. developed country stock market performance and the MSCI Emerging Markets ("EM") Index is a benchmark commonly used to measure emerging country stock market performance. Each index consists of approximately twenty countries and a country cannot be a member of both benchmarks. The bar chart above shows the net performance in U.S. dollars for the one-year periods ended June 30, 2017 ("current" period) and June 30, 2016 ("prior" period) for the MSCI EM Index, the MSCI EAFE Index, and the top 10 non-U.S. developed countries. The top 10 countries were determined by their market capitalization in the MSCI EAFE Index as of June 30, 2017. The country with the largest market capitalization (Japan) is listed first, and the country with the smallest market capitalization of the ten countries reported (Sweden) is listed last.

S&P 500 Index Sector Performance (as of 06/30/17)

Posted July 14, 2017

Similar to the stock market as a whole, returns for individual sectors of the stock market experience fluctuations. For example, a sector may outperform other sectors for a period of time and then underperform in subsequent periods. The chart above compares the performance of the Standard & Poor's 500 Index (“S&P 500”), including dividends, to its 11 underlying sectors for the twelve month periods ended June 30, 2017 ("current" period) and June 30, 2016 ("prior" period). The S&P 500 is an index consisting of 500 companies representing larger capitalization stocks traded in the U.S. and is a benchmark commonly used to measure the performance of the U.S. stock market.

Capital Markets Review (As of 06/30/2017)

Posted July 7, 2017

Capital market returns were positive in the second quarter of 2017 for all the asset classes shown above.

Mid-Year Financial Checkup

Posted June 30, 2017

As we approach mid-year, here are three tips to check up on your financial well-being.

U.S. Existing-Home Sales

Posted June 23, 2017

On a monthly basis, the National Association of Realtors publishes data on the number of existing-home sales in the U.S and four geographic regions. The data includes condos and co-ops in addition to single family homes, and existing-home sales account for 85-90% of total home sales in the U.S.

Inflation

Posted June 16, 2017

The Consumer Price Index ("CPI") is a closely watched economic indicator published monthly by the Bureau of Labor Statistics. The Index is a measure of the average change over time in the prices paid by urban consumers for a fixed market basket of consumer goods and services. The chart above shows the year-over-change in CPI for the first five months of 2017.

Retirement Savings For New Graduates

Posted June 9, 2017

Graduation season is upon us, and as college graduates enter the workforce, saving for retirement will become an important issue. Below are some tips to share with young adults entering the workforce.

Conference Board Consumer Confidence Index

Posted June 2, 2017

The Conference Board Consumer Confidence Index (Index) is a closely watched economic indicator published monthly. The Index is based on surveys that measure the level of confidence individual households have related to business conditions in their area and in their family's economic condition. Households are asked five questions: 1) a rating of business conditions in the household’s area, 2) a rating of business conditions in six months, 3) job availability in the area, 4) job availability in six months, and 5) family income in six months.

U.S. New Home Sales

Posted May 26, 2017

The chart above shows the percentage change in monthly U.S. new home sales for the past 12 months. This data is published by the U.S. Census Bureau based on surveys with thousands of builders and building project owners.

U.S. Internet Sales

Posted May 19, 2017

The chart above shows U.S. Internet Retail Sales as of the end of the first quarter for the past three years. This data is published quarterly by the U.S. Census Bureau.

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