Every quarter, we publish a report that 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 [...]
Though we have seen the markets generally move sideways this year, economic growth has surged in 2018. This is mostly due to an increase in fiscal stimulus. It is believed the tax cuts have added to both consumer and business spending. We are experiencing the 2nd longest economic expansion in history at 9 years (108 [...]
As parents, our goal is to raise children that will grow up to be happy, productive adults. This is a difficult task and we often are unsure if what we are doing is right for years to come. For families with high income or significant wealth, it can be even more challenging. The easy thing [...]
