It seems like the scams that are taking place are getting more complex. One such example is the one-ring call that you get from a number you don’t know. The scammer is hoping you’ll call back, because it’s really an international toll number and will appear as a charge on your phone bill — with [...]
Markets Continue to Set Records in the Second Quarter of 2019 Stock markets in the U.S. and mostly around the globe turned in a good second quarter, which when combined with a good first quarter, created fantastic YTD returns for investors. In fact, the returns were historic, especially for the last month of the second [...]
Who doesn’t want to save money? No one! Many of us take medications on a regular basis and trust that our health insurance is providing the best cost for these drugs, especially considering the high premiums we pay, but that is not the case. I recently learned of a way to save money on your [...]
Two years ago this week I started my own firm and became a business owner. I always had an entrepreneur’s mindset and had wanted to be a business owner. I was working for a great firm and had learned a lot there, but I had my own ideas of how I wanted to do things [...]
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 [...]
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.
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 [...]
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 [...]
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 [...]
