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: Timing Isn’t Everything CONTINUE READING
Third Quarter 2019 – Quarterly Market Review Read More »
Congratulations! The arrival of a grandchild is an exciting time. All of the soft snuggles, tiny shoes, first coos and crawls, AND you get to give them back to their parents after a nice happy visit. The arrival of the next generation is also a good time to plan for your (and their future). In
The Birth of a Grandchild: 529 plans and Trusts Read More »
“WHAT WE HAVE HERE IS A FAILURE TO COMMUNICATE.” -From the movie, “Cool Hand Luke.”
The Lovely Language of Legal Tender Read More »
“The future’s uncertain but the end is always near.” Jim Morrison, the Doors, “Roadhouse Blues”. Many investors are losing valuable sleep listening to the misguided, canary-in-the-coal-mine commentators expounding on an imminent stock market crash due to a future recession (the “R” word). Paradoxically, if too many investors believe the same thing, as fate would have
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: The Uncommon Average CONTINUE READING
Second Quarter 2019 – Quarterly Market Review Read More »
It’s the little things you begin with that matter most! The wisdom found in the Tao Te Ching says the long thousand- mile journey begins under one’s feet by taking small steps! If you are hiking and climbing a mountain you take one little step at a time. It is unrealistic to think you can
The Little Things We Do Really Matter Read More »
With all the hype about the latest Avengers movie, it got me thinking about how we all can become superheroes in our every day lives. You may already be a superhero to your spouse, to your kids, but how can we become financial superheroes? Fidelity did a study a number of years ago. They looked
Become a Financial Superhero Read More »
INVESTMENT FADS ARE NOTHING NEW. WHEN SELECTING STRATEGIES FOR THEIR PORTFOLIOS, INVESTORS ARE OFTEN TEMPTED TO SEEK OUT THE LATEST AND GREATEST INVESTMENT OPPORTUNITIES. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different
Déjà Vu All Over Again Read More »
Over the last few decades, more and more workplaces left the traditional pension-retirement, and changed over to a more individually focused retirement plan, with the emergence of 401(k)s. Less responsibility is placed on the employer to ensure their employees have enough for retirement, and more responsibility is put on the shoulders of employees to ensure
Transforming Our Retirement Landscape Read More »
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: Déjà Vu All Over Again CONTINUE READING
First Quarter 2019 – Quarterly Market Review Read More »
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