As we near the end of 2018, the path forward may seem less clear than at the beginning of 2018. After an exceptionally strong 2017, the broad consensus was that international equities would once again outperform on the back of strong global growth and attractive fundamentals. But with a month left to close out the year, this scenario clearly has not played out. International equities – both developed markets as represented by the MSCI EAFE (Europe, Australasia and Far East) and emerging markets as represented by the MSCI Emerging Markets index – have lagged U.S. equities thus far in 2018, despite their outperformance in 2017. As a result, many investors may be frustrated with the current state of their diversified portfolios and wondering if they should continue to hang on to international stocks. The short answer is yes, but to better address this, let’s take a look at the history of relative performance of U.S. and international equities, as well as their relative valuations (i.e., how cheap or expensive they are) after this year’s sell-off.

 

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Information is not intended to provide specific legal or tax advice. Derek Gregoire, Keith Ellis, Matthew Peck, CFP®, CIMA® nor SHP Wealth Management provide tax or legal advice. You are encouraged to consult your tax or legal professional for guidance on your individual situation. Investment advisory services are offered through SHP Wealth Management LLC., an SEC Registered Investment Advisor. Offices in Woburn, Westborough, Hyannis, and Braintree are offices of convenience and only used for client meetings.

Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities, Matthew Chapman Peck, CFP®, CIMA®, Derek Louis Gregoire, and Keith Winslow Ellis Jr. are independent licensed insurance agents, and Owners/Partners of an insurance agency, SHP Financial, LLC.. In addition, other supervised persons of SHP Wealth Management, LLC. are independent licensed insurance agents of SHP Financial, LLC. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional before investing. Both SHP Wealth Management, LLC. and SHP Financial, LLC. will offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.

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