News

Commentaries, white papers, and news items are listed here as they become available. To view and sort by date or category, please visit the Wilshire Advisor Solutions Knowledge Center. For media inquiries pertaining to Wilshire Associates, please contact our corporate headquarters at 1-310-451-3051.

Tuesday, April 10, 2018

» First Quarter 2018 Market Commentary
Market Commentary, Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was down -0.76% for the first quarter of 2018. This marks only the second negative quarter in nearly six years. Market volatility returned after a tranquil 2017. While the market never experienced a daily loss of 2% or more last year, there were five such down days during the first quarter of 2018, including a 4% loss in early February. 

Monday, March 12, 2018

» February 2018 Monthly Market Commentary
Market Commentary, Commentary

U.S. Economy and Markets: Domestic equity markets were negative in February, as the Wilshire 5000 Total Market IndexSM and the S&P 500 Index both fell -3.69%. Market volatility picked up significantly in February, as the CBOE Volatility Index (VIX) ended the month at 19.85, an increase from its January close of 13.54.

Thursday, February 22, 2018

» Successful Investing Requires Discipline: The Value of Diversification
Alternatives, White Papers, Diversification, White Papers

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.

Tuesday, February 13, 2018

» Wilshire Liquid Alternative Index Gains 1.59% in January
News/Press Releases

SANTA MONICA, CA, FEBRUARY 13, 2018—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 1.59% in January, underperforming the 2.45% monthly return of the HFRX Global Hedge Fund Index.

Tuesday, February 13, 2018

» January 2018 Monthly Market Commentary
Market Commentary, 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.

Tuesday, February 6, 2018

» Investment Strategy Update, February 2018
Alternatives, Commentary

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. 

Tuesday, January 9, 2018

» Fourth Quarter 2017 Market Commentary
Market Commentary, 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. 

Friday, December 15, 2017

» November 2017 Monthly Market Commentary
Market Commentary, 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.

Monday, November 20, 2017

» Back to Basics: Exchange Traded Funds
ETFs, White Papers, Practice Management, White Papers

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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