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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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Second Quarter 2018 Market Review

7.6.18 | Investments

Second 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...

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Tuning Out the Noise

5.2.18 | Financial Planning

Tuning Out the Noise For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial...

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