Please click below to review the world capital market performance and a timeline of events for the 1st Quarter of 2019.
Please click below to review the world capital market performance and timeline for 2018.
Please click below to review the world capital market performance and a timeline of events for the 2nd Quarter of 2018.
As you are well aware, we experienced some "choppy waters" during the first quarter (please be sure to read Sailing with the Tides in the report). Just as rough waters are normal and should be expected on a lengthy sailing trip, the same is true of the capital markets.
In fact, the volatility inherent within the capital markets is indicative of real risk, which is a necessary requirement to earn the returns we all desire. The graphic above from our friends at Behavior Gap is a fitting reminder for us.
We count it a true privilege to help you navigate these waters.
Please let us know if there is anything we can do to serve you.
In light of recent security breaches at Facebook and Yahoo, it’s vital that we do a better job ensuring that our personal data remains hidden from criminals and hackers. In fact, Facebook and Yahoo were just two of the over 1,500 data breaches that occurred in 2017.
This report features world capital market performance and a timeline of events for the 4th quarter of 2015.. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios.
“Risk is your friend, not your enemy.”
I raced out of the office Friday afternoon to watch my son, Luke’s 8th grade football scrimmage. I was feeling worried that I might miss some of his game, while also reeling a bit after just witnessing the DOW close down 530 points.
One of the most fundamental tenets of financial planning we faithfully apply in our work with our clients is to Plan for the Expected, and Prepare for the Unexpected. Our many years in practice have provided us with continuous reminders that life-unexpected happens with the potential to derail the best laid plans for the expected.