Knowledge Center

The Wilshire Advisor Solutions Knowledge Center contains our video presentations, white papers, monthly and quarterly market commentaries, and product literature.

  Successful Investing Requires Discipline: The Value of Diversification

History shows us that no one asset class has remained the top or bottom performer for long. Trying to time the market and pick the best performers is a risky strategy. Diversifying across a wide range of asset classes enables investors to spread their risk and potentially increase returns, helping smooth what might otherwise be a bumpy ride.

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  January 2018 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets continued to be positive in January, as the Wilshire 5000 Total Market IndexSM returned 5.25% and the S&P 500 Index advanced 5.73%. Market volatility picked up significantly in January, as the CBOE Volatility Index (VIX) ended the month at 13.54, an increase from its December close of 11.04.

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  Investment Strategy Update, February 2018

Positioning for Value: Global equity markets and risky assets alike surged higher in 2017 as earnings recovered, realized and implied market volatility tumbled to near-historic lows, and momentum and positive sentiment continue to propel valuations higher. Markets are very enthusiastic about the new U.S. administration’s execution on tax reform, which may help extend the rally in risk assets even further, provided that monetary conditions do not tighten too quickly. 

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  Fourth Quarter 2017 Market Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was up 6.39% for the fourth quarter of 2017. This marks the ninth consecutive year of positive gains for the broad U.S. equity market. Several factors contributed to this success, including a rebound in global economic growth and continued strength domestically. Investors also responded positively to the largest overhaul of the U.S. tax system in 30 years. 

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  November 2017 Monthly Market Commentary

Domestic equity markets were positive in November, as the Wilshire 5000 Total Market IndexSM returned 3.04% and the S&P 500 Index returned 3.07%. Market volatility, measured by the CBOE Volatility Index (VIX), ended the month at 11.43, an increase from its October close of 10.18.

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  Back to Basics: Exchange Traded Funds

ETFs (exchange traded funds) have rapidly grown in popularity since State Street first launched the SPDR in 1993. As a financial advisor, you have likely received inquiries from your clients about ETFs. Questions like “What are they?” or “Should I add them to my portfolio?” are becoming increasingly common. Let’s go back to basics and review exactly what ETFs are, key considerations to weigh before investing in ETFs, and finally, options for implementing ETFs in your client portfolios.

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First Quarter 2018 Market Update Webinar

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