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Second Quarter 2015 Market Report

7.6.15 market reportHear this document discussed on KDKA 1020 AM on Sunday, July 12, from 9:00 to 11:00 AM. To listen on the internet, visit KDKAradio.com and click “Listen Live.”


We have seen a reversal in fortunes across the global markets in 2015. Standing in stark contrast to conditions last year, interest rates are trending higher and global markets are performing better. Our Quarterly Market Report reflects a hypothetical conversation with Mr. and Mrs. C, long-time clients of Hefren-Tillotson. In this mid-year investment review, we discuss these contrasts and issues top-of-mind for many investors today.

View the full Quarterly Market Report by downloading the PDF.

DISCLAIMER: Past performance does not predict future results. This report is based on data obtained from sources we believe to be reliable. Hefren-Tillotson does not, nor any other party, guarantee the accuracy or completeness of this report or make any warranties regarding results obtained from its usage. All opinions and estimates included in this report constitute the firms judgment as of the date of this report and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation to buy or sell the securities herein mentioned.
Investment Advisory Team

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.