After a year of surprises in 2016, Americans are wondering what the new year – and a new administration – might mean for their investments. Investment Strategist Kate Warne discusses the following:
*Source: Morningstar Direct, 11/30/2016. U.S. stocks represented by the S&P 500 Index. International stocks represented by the MSCI EAFE Index. Indexes are unmanaged and are not available for direct investment. Past performance is not a guarantee of what will happen in the future.
Before investing in bonds, you should understand the risks involved, including credit risk and market risk. Bond investments are also subject to interest rate risk such that when interest rates rise, the prices of bonds can decrease, and the investor can lose principal value if the investment is sold prior to maturity.
Special risks are inherent to international investing, including those related to currency fluctuations and foreign political and economic events.
Investing in equities involves risks. The value of your shares will fluctuate, and you may lose principal. Small- and mid-cap stocks tend to be more volatile than large company stocks.