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Resources2018-10-16T18:16:29+00:00

Most Recent Resource Articles

Why Should You Diversify?

Jan 14, 2019

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…

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2018 Annual Market Review

Jan 14, 2019

Equity markets around the world posted negative returns for 2018. Looking at broad market indices, the US outperformed non-US developed and emerging markets.  REIT indices outperformed equity market indices in both the US and non-US developed markets. You can see the full report for 2018 here.  

Q4 2018 Market Review Slides

Jan 14, 2019

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…

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Q3 2018 Market Review Slides

Oct 15, 2018

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…

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Important Tips for Choosing Company Benefits

Oct 12, 2018

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…

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Quarter 2: 2018 Market Review Slides

Jul 26, 2018

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…

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