In an effort to save you time, I have linked to several additional articles of interest that you can come back to later if desired. If you have time, please read these articles as they are chalked full of good information, stories, and lessons. Below, I have included descriptions and
DOWNLOAD THE PDF The year 2019 offered investors strong returns in many major asset classes and capped off an attractive decade of gains. Figure 1 below shows the 10 year returns for a global stock portfolio. Large US growth stocks, the major type of stocks owned by many investors, especially
DOWNLOAD THE PDF This Report shows how each of the markets across the world performed in 2019. As you can see from page 3, all major market classes were above their average annual return.
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that Q4 of 2019 Emerging Markets (yes the market we have talking about for a couple years) performed the best.
Download the PDF As the weather cools off, the political climate continues to heat up. With recession fears running high, trade war concerns, and high market volatility, investors appear jittery. The million-dollar question clients are asking, as markets begin to flirt with the previous highs, is will markets catch a
Download the PDF Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that Q3 of 2019 Bonds performed better than stocks word wide. Real Estate was the highest returning asset class.
Download the PDF Overall the 2nd quarter was a good quarter for most investments (especially very large, fast-growing US multinationals that trade at high valuations). Stocks & Bonds continued to rebound from the pullback that bottomed over the Christmas holidays; as interest rates fell, due to concerns for slowing global
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that Q2 of 2019 was a positive quarter all around the world. To see the PDF click on the picture below, or the link above.
If your neighborhood is anything like mine, there are probably signs about a community yard/garage sale every weekend. With the wild flowers in full bloom, spring cleaning has begun and just about everyone is joining in. However, I pose this question, “why stop with your house?” Why not do some