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Time Keeps on Slippin': A Mid-Year Market Review

Air Date: Jul 08, 2017

At the halfway point of 2017, Andy takes a look at market performance over the past six months. Also, Bob gets excited about retiring in Margaritaville, as guest Mike Belmont, president of Minto Communities USA, talks about these unique retirement communities.


radio show highlight icon Radio Show Highlights


Time Keeps On Slippin’ – Bob feels this year has gone by so fast, as Andy dives in to a mid-year market review. Follow along with Andy using the charts below!

The Lost Shaker of Salt - Mike Belmont, president of Minto Communities USA, joins the show to talk about the new Latitude Margaritaville communities and how they are changing the way people think about lifestyle in retirement.

LIVE Portfolio Review - John writes that he’s over-weighted in equities and is concerned about interest rates. As he disagrees with John’s assumption that the Fed will raise rates again this year, what is Andy’s solution?

Mid-Year Market Review (all data as of 06/30/17)

S&P 500

Source: "$SPX - SharpChart." N.p., n.d. Web. 07 July 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

NASDAQ Composite

Source: "$COMPQ - SharpChart." N.p., n.d. Web. 07 July 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

Russell 2000

Source: "$RUT - SharpChart." N.p., n.d. Web. 07 July 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

MSCI EAFE (International Developed)

Source: "$IEE - SharpChart." N.p., n.d. Web. 07 July 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

MSCI Emerging Markets

Source: "$MSEMF - SharpChart." N.p., n.d. Web. 07 July 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

20+ Year Treasury Bond (Government Bonds)

Source: "$TLT - SharpChart." N.p., n.d. Web. 07 July 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

Investment Grade Corporate Bonds

Source: "$LQD - SharpChart." N.p., n.d. Web. 07 July 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

High Yield Corporate Bonds

Source: "$HYG - SharpChart." N.p., n.d. Web. 07 July 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

10-Year Treasury Note Yield

Source: "$TNX - SharpChart." N.p., n.d. Web. 07 July 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

Crude Oil

Source: "$WTIC - SharpChart." N.p., n.d. Web. 07 July 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

Energy Sector

Source: "XLE - SharpChart." N.p., n.d. Web. 07 July 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

Retail Sector

Source: "XRT - SharpChart." N.p., n.d. Web. 07 July 2017. This example is for illustrative purposes as presented on the radio show and is not intended to serve as advice.

Home Prices: Case-Shiller 20-City Composite Home Price Index

Source: "S&P/Case-Shiller 20-City Composite Home Price Index©." FRED. N.p., 27 June 2017. Web. 07 July 2017.

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