Short-term stock market volatility can cause us to lose perspective. In times of market volatility, you may see alarming fluctuations in your account balances, making it tempting to adjust your asset allocation in search of calmer waters. Yet it’s important to consider the performance of a balanced portfolio over time.
With the recent tragedies involving the Boeing 737 Max airplane, travel safety is back in the news. The debate of flying versus driving is always a curious one. It says many things about human risk behavior. Most people know it is much safer to fly than to drive. Here are the latest United States fatality statistics for 2017:
It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into uncertainty, confusion and fear. That means you have two choices:
This 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 stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.
Another April 15th has arrived. It’s hard to believe I have been doing this for 17 “spring seasons.” If you are confused by the sentence, I was too in my first year out of college.
While speaking with a cardiologist recently, my eyes were opened to the “Simple, but not Easy” strategy being applied in the medical profession. We communicate frequently about the importance of this strategy in personal finance so it was fascinating to see it play out in another profession. I thought it would be helpful to share this experience (Don’t worry, no one was hurt in this process!).
Global stock market leadership historically has alternated between U.S. and international markets. Rather than choosing one class of stocks over the other based on past performance, focus on the potential long-term benefits of a global approach.
Wealth protection is an important part of our wealth management process that aims to protect your assets against potential creditors and litigants, as well as protect against catastrophic loss. What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the injury?