Dealing with Market Volatility: Riding the Escalator While Playing with a Yo-yo I hope your summer is off to a great start. Summer has rolled into Texas and temps have begun to rise, but thankfully football season will be here before we know it. This year has been flying by.
According to the Prudential 2018 Survey of Retirement Preparedness, when pre-retirees were asked their level of retirement preparedness, they give themselves an average grade of āCā. Approximately 40% added that they are ānot at all sureā how much income they will need each month in retirement and astonishingly, 25% of
Below is our recap of how the markets across the world performed during the 2nd quarter of 2018. The headlines made it seem like it was a volatile quarter. However, from trade wars to the fed raising rates, for the most parts the markets shifted very little. Take a look.
I came across a great article today that can teach us principles for our financial lives and our lives in general. The article is from an interview with Carl Richards author of The Behavior Gap, (if you havenāt read it, I highly suggest it). The article discusses how focusing on
This article by Jake DeKinder, a friend of mine that works at Dimensional Funds, is an easy to understand article that dives into 3 concepts that are deeply embedded into the portfolios we manage. These beliefs are important to understand if you ever want to look under the hood to
Q: Should I Sell My Emerging Markets Positions? A: If we were going to sell or reduce this position, we would want to do so before the news came out and markets started moving based on the news of strengthen US currency. We donāt want to sell low and buy
Click on the image below and view our 2018 Q1 Market Review, which dives into world capital market performance and reviews the returns of stock and bond asset classes within the U.S. and abroad. Lastly, you will find a short commentary titled, “Sailing with the Tides”, this commentary serves as
Here are some tips to jump-start your journey toward financial fitness this fall. Examine, or re-examine, your goals Many people struggle with commitment to a financial plan, but that is usually for one simple reason: Their financial goals were disconnected from their values. The best start to a financial fitness
Whether you are selecting a Trustee for a trust that is currently established or for a trust that will spring to life upon a certain event such as your death, you have many choices when it comes to selecting a Trustee. You can choose an individual such as a friend
Happy 2018 and I hope your year is off to a great start! I wanted to provide you with our thoughts on the current investing environment, go over the impact of the tax cuts and how it may affect portfolios over time, and go over a few thoughts going into