Second Quarter 2019 Market Review

7.11.19 | Investments

Second Quarter 2019 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

Read More

First Quarter 2019 Market Review

4.9.19 | Investments

First Quarter 2019 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

Read More

Déjà Vu All Over Again

2.4.19 | Investments

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...

Read More

2018 Annual Market Review

1.8.19 | Investments

Annual Market Review 2018 The attached report features world capital market performance and a timeline of events for the past year. It begins with a global overview, then features the returns of stock...

Read More

Holiday Volatility

12.20.18 | Investments

There is no question the holidays are a stressful and harried time of year.   We surround ourselves with the spirit of the season and strive (sometimes even unrealistically) to celebrate to the fullest...

Read More

Midterm Elections: What Do They Mean for Markets?

11.2.18 | Investments

It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up...

Read More

Third Quarter 2018 Market Review

10.9.18 | Investments

Third Quarter 2018 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

Read More

Why Invest Globally?

9.24.18 | Investments

As the U.S. stock market reaches new highs, you may be asking yourself, “Why aren’t my accounts doing the same?” The answer can be complicated, but for most investment portfolios the answer comes...

Read More

Increase Your Interest Income with Online Banks

9.7.18 | Financial Planning

Are you earning a competitive rate of return on your cash savings?  As interest rates continue to rise, there are a number of online banks now offering interest rates that are much higher...

Read More

Are You Ready to Retire?

7.13.18 | Financial Planning

Choosing to permanently leave the workforce can be both an exciting and nervous time.  Chances are, you have been working full time for 30 or 40+ years and are used to receiving a...

Read More