quarterly market review

First Quarter 2022 – Quarterly Market Review

OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: Is It Time to Sell Stocks? CONTINUE READING

Enliven Your Optimism to Increase Your Luck in the New Year

Learn How Your Mindset is Directly Related to Your Success “Some luck lies in not getting what you thought you wanted but getting what you have, which once you have it you may be smart enough to see it is what you would have wanted had you known.”-Garrison Keillor Would you like to change your …

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quarterly market review

Third Quarter 2021 – Quarterly Market Review

OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: The 50-Year Battle for a Better Way to Invest CONTINUE READING

Money and Emotions: Knowing Yourself and Your Behaviors

Money and Emotions: Knowing Yourself and Your Behaviors

The following is an excerpt from our book, THE MILLIONAIRE WITHIN, available on Amazon.   Ask a hundred people whether their emotions influence their financial decisions and all but a few will say “no.” Most people believe they approach investing and money matters with a sound, analytical state of mind. In reality, they approach investing from an …

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How to Understand Inflation News

‘Everything Screams Inflation.’ How to Interpret the Headlines

THIS ARTICLE IS FROM DIMENSIONAL ADVISORS. READ THE ORIGINAL ARTICLE HERE.  In the financial world, things can quickly change. And, interpreting the headlines correctly is essential to ensure financial success. Two years ago, the New York Times reported, “Federal Reserve officials are increasingly worried that inflation is too low and could leave the central bank with less room …

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Second Quarter 2021 - Quarterly Market Review

Second Quarter 2021 – 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: Inflation: An Exchange Between Eugene Fama and David Booth CONTINUE READING