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Roller Coaster Ride


The investment environment faced by U.S. equity investors was a bumpy but upward ride in 2014 as the total return for the S&P 500 Index was 13.7% according to Bloomberg Finance L.P. When combined with the 32.4% return for 2013, investors appear to have little about which to complain. The quarterly returns for 2014, however, seesawed a bit with the first quarter up 1.8%, second quarter up 5.2%, third quarter up 1.1% and the fourth quarter up 4.9%. We think some of these fluctuations can be traced to the general economy…

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