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

Most Recent Resource Articles

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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Q2 2018 Economic Review

Jul 9, 2018

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…

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

Jul 9, 2018

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…

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Rebalancing: A Portfolio Risk Management Strategy

May 23, 2018

If you work with a financial advisor or have a work retirement plan such as a 401(k) or 403(b), you have probably heard of rebalancing. Rebalancing is the act of selling what performed well and buying the underperforming asset classes to get back to your original target allocation. This assumes…

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