June 2017

Second Quarter 2017 - Quarterly Market Review

Second Quarter 2017 – Quarterly Market Review

OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Country Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Impact of Diversification Quarterly Topic: When Rates Go Up, Do Stocks Go Down? CONTINUE READING

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Estate planning

Family, Legacy and the Importance of Communication

It is inevitable–every day we get a little bit older. The time to begin planning for the next generation is now. As successful heads of your family, you have worked very hard saving for your future, taking care of your family and creating a plan for retirement. It’s possible that with a few additional conversations,

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