The AIFĀ® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to

Is your dream to retire before you turn 60? How about before you turn 45? If so, you might want to think twice before you make the move. If your heart is set on leaving work early, be sure you leave with the right mindset and the right estimation of

These have been 2022’s monthly returns in the S&P 500: January -5.2% February -3.0% March +3.7% April -8.7% May +0.2% June -8.3% July +9.2% There have been three months this year when the market fell by -5% or more, that didnā€™t happen once in 2021 and we saw it twice

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DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 2 of 2022 ALL markets were down. The US Market was down 16.70% while the International Developed Market was down 14.66% and the Emerging Market

DOWNLOAD THE PDF Happy Easter! I hope you had a good holiday with your family. We did. Alli, my oldest, is in Wyoming playing soccer, recently hurt her Achilles tendon and was able to fly home for the weekend, so we had a nice family get-together with everyone home. Tyler,

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DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 1 of 2022 ALL markets were down. The US Market was down 5.28% while the International Developed Market was down 4.81% and the Emerging Market

DOWNLOAD THE PDF ā€œFar more money has been lost by investors preparing for corrections than has been lost in corrections themselves.ā€ ā€“Peter Lynch Legendary manager of the Fidelity Magellan Fund   Happy New Year! I hope your holidays were filled with love and laughter. As we close out 2021, I

thumbnail of MWA Annual Market Review 2021

DOWNLOAD THE PDF The year 2021 was an interesting one across the globe. Some markets started up and ended up down, some markets started slow and took off towards the end of the year. Over the past year, most equity markets are were up. US market was up 25.66%, International

thumbnail of Q4 Market Review Slides 2021

DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 4 of 2021 most markets were up. The US Market was up9.28% while the International Developed Market was up 3.14% and the Emerging Market was

DOWNLOAD THE PDF In the update below, you will find the following links that will direct you to the topics and resources we have assembled for your benefit. I hope you find it informative and useful. If you have an extra second, read Section III: Around the MWA Office for