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

Important Tips for Choosing Company Benefits

It is that time of year when you get to reassess what to select for your company benefits. Here are some things to consider as you make your elections: HSA (Health Savings Account) If you participate in a high deductible health plan, you have the ability to contribute to an HSA. Families can contribute a [...]

By |2018-10-16T11:00:11+00:00October 12th, 2018|Blog, Resources|0 Comments

Quarter 2: 2018 Market Review Slides

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 [...]

By |2018-10-15T15:07:07+00:00July 26th, 2018|Resources|0 Comments

Book Review: Coventry Edwards-Pitt’s “Raised Healthy, Wealthy & Wise”

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 [...]

By |2018-10-15T14:42:04+00:00July 9th, 2018|Blog, Resources|0 Comments

Doing Well and Doing Good

It is important to us to help you align your investing with your values. The article linked below talks about a strategy we have available to help clients that would like their investments to align with their views on preserving the environment and mitigating adverse climate effects. We also have investment options to build a [...]

By |2018-10-15T15:56:59+00:00May 15th, 2018|Resources|0 Comments