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, 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.

Friday, November 10, 2017

» October 2017 Monthly Market Commentary
Market Commentary, Commentary

Domestic equity markets were positive in October, as the Wilshire 5000 Total Market IndexSM returned 2.15% and the S&P 500 Index returned 2.33%. Large cap stocks continued to outperform their small cap counterparts this month, with the Wilshire U.S. Large Cap IndexSM and the Wilshire U.S. Small Cap IndexSM returning 2.31% and 0.76%, respectively.

Wednesday, November 8, 2017

» Investment Strategy Update, October 2017
Alternatives, Commentary

Staying the Course: Global equity markets and risky assets alike have surged higher year-to-date 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 once again pricing some additional enthusiasm about the new U.S. administration’s ability to execute on its policy agenda of lighter regulation and looser fiscal policy, however there remains significant uncertainty regarding actual policy implementation. 


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