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Why Should You Diversify?

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index [...]

By |2019-01-14T22:08:51+00:00January 14th, 2019|Resources|0 Comments

Q4 2018 Market Review Slides

In the fourth quarter of 2018 we saw increased wages, an increase in jobs, and Q3 earnings surge. However, risks such as trade tensions, the Federal Reserve tightening monetary policy and a lack of qualified workers to sustain current growth led to volatility and pullbacks across all markets. Though stocks do not seem overvalued when [...]

By |2019-01-14T19:31:48+00:00January 14th, 2019|Resources|0 Comments

Q3 2018 Market Review Slides

The third quarter of this year saw mostly positive results. US stocks were up 7.12%, while Developed International stocks experienced gains of 1.4%. Emerging Markets and Global Real Estate saw negative results. Year to date, US stocks are up 10.6% and International stocks are down 2.7%. International stocks have experienced positive returns in their local [...]

By |2018-10-15T18:48:28+00:00October 15th, 2018|Resources|0 Comments

Why You Should Check in with Your Medicare Plan Every Year

The Medicare Annual Enrollment Period (AEP) for 2019 begins October 15 and runs until December 7. Anyone who is on Medicare, even if you are happy with your current plan, should take that opportunity to review your plan and make sure it’s still serving you in the best way possible. When AEP comes around this [...]

By |2018-10-15T15:20:44+00:00October 15th, 2018|Blog|0 Comments