Just three short months ago, U.S. Large Caps (S&P 500®) were up 7.5% for the year, peaking at a lofty 2872.1 At that time we opined that ‘it might be wise to temper enthusiasm for the S&P 500 a bit’ and urged investors ‘to expect and prepare for future volatility, revisit your investment plan and at the very least rebalance’; carefully pointing out that the large profits and little risk of the previous year (“2017: Tastes great, less filling!”) was by no means normal.
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