*The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. The Dow Jones Industrial Average is a price-weighted index of 30 actively traded blue-chip stocks. NASDAQ Composite Index is an unmanaged, market-weighted index of all over-the-counter common stocks traded on the National Association of Securities Dealers Automated Quotation System. The Morgan Stanley Capital International Europe, Australia and Far East Index (MSCI EAFE Index) is a widely recognized benchmark of non-U.S. stock markets. It is an unmanaged index composed of a sample of companies representative of the market structure of 20 European and Pacific Basin countries and includes reinvestment of all dividends. Barclays Capital Aggregate Bond Index is an unmanaged index comprised of U.S. investment-grade, fixed-rate bond market securities, including government, government agency, corporate and mortgage-backed securities between one and 10 years. Written by Securities America, Copyright June 2019. All rights reserved. Securities offered through Securities America, Inc., Member FINRA/SIPC. SAI# 2556102.1
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Market Commentary For the Week of June 10, 2019
|Returns Through 06/07/19||1 Week||YTD||1 Year||3 Year||5 Year|
|Dow Jones Industrials (TR)||4.77||12.67||5.39||15.90||11.64|
|NASDAQ Composite (PR)||3.88||16.68||1.40||15.99||12.37|
|S&P 500 (TR)||4.46||15.68||5.83||13.07||10.32|
|Barclays US Agg Bond (TR)||0.36||5.17||7.37||2.40||2.88|
|MSCI EAFE (TR)||3.23||11.12||-4.43||6.39||1.73|
Source: Morningstar.com. *Past performance is no guarantee of future results. Indexes are unmanaged and cannot be invested into directly. Three- and five-year returns are annualized. The Dow Jones Industrials, MSCI EAFE, Barclays US Agg Bond and S&P, excluding “1 Week” returns, are based on total return, which is a reflection of return to an investor by reinvesting dividends after the deduction of withholding tax. The NASDAQ is based on price return, which is the capital appreciation of the portfolio, excluding income generated by the assets in the portfolio in the form of interest and dividends. (TR) indicates total return. (PR) indicates price return. MSCI EAFE returns stated in U.S. dollars.
- Revocable trusts are flexible, can be amended or revoked at any time and allow you to shift your trust assets around.
- Irrevocable trusts cannot be changed and cannot be revoked, but the assets in the trust are protected from creditors.
- Asset protection trusts are established for a specified time. During that period, those assets cannot be accessed by creditors. Once the trust expires, the assets that go undistributed are returned to the trust holder.
- Charitable trusts benefit a specific charity or your favorite cause. Because they help lower or bypass estate and gift taxes, they can also provide significant tax benefits.
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