August – October 2014 Returns for Our 6 Asset Classes

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August - October 2014 Returns for Our 6 Asset Classes

Here are the months of August through October, 2014 for six iShares products that represent our six asset classes.

During this three months, the dollar continued to strengthen in the global economy against the Euro and the Yen. This pushed foreign stocks and bonds lower, although emerging markets have held up slightly better.

The United States did well during this three months and the difference between US stocks and Foreign Stocks (10.49%) turned the tables on the early portions of the year where US stocks had not performed as well.

Resource stocks have been pulled down with the low price of energy. But real estate (both domestic and to a lesser extent foreign) have done better.

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Austin Fey is a Wealth Manager at Marotta Wealth Management, specializing in charitable giving and asset allocations. She is a regular contributor to our Marotta On Money articles, often giving advice to those just getting started in finance.

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David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.