We are less than three months away from another US Presidential and Congressional election. Much ink will be spilled (or data sent throughout the internet) regarding what the future will look like after Tuesday, November 3rd. Read All
Office Update
Our team continues to operate remotely. Hard to believe we have been doing this for four months! Similar to many other businesses, we have learned to adapt to this new world. A big thank you to our valued clients for being able to adapt as well. We are anxious to get back to seeing everyone. Read All
2020 Second Quarter Commentary
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. Read All
Volatile Markets: Don’t Rely on Headlines for Guidance on When to Invest
Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Their Thinking might go something like, let’s wait until it’s over, hoping to catch the market at its lowest point before buying in. Or in rising markets, maybe they seek to sell most of their holdings near the peak. However, timing the market is essentially an impossible task, as the chart on this page illustrates. Read All
Range of Uncertainty
We continue to see much uncertainty in how the pandemic is going to end. Even though this is contrary to what the news might have you believe, this is to be expected. People have guesses, but no one really knows with a great amount of certainty. Read All