Resources

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ANNUAL MARKET REVIEWS

2018 Annual Market Review

Annual performance of the global equity and fixed income markets. Updated for 2018.

2017 Annual Market Review

Annual performance of the global equity and fixed income markets. Updated for 2017.

QUARTERLY MARKET REVIEWS

2019 First Quarter Review

Quarterly performance of the global equity and fixed income markets. Updated for Q1 2019.

2019 Second Quarter Review

Quarterly performance of the global equity and fixed income markets. Updated for Q2 2019.

2018 Fourth Quarter Review

Quarterly performance of the global equity and fixed income markets. Updated for Q4 2018.

2018 Third Quarter Review

Quarterly performance of the global equity and fixed income markets. Updated for Q3 2018.

2018 Second Quarter Review

Quarterly performance of the global equity and fixed income markets. Updated for Q2 2018

Insights

Recent Market Volatility

Recent Market Volatility

After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful.
Setting Goals: Part 2

Setting Goals: Part 2

This blog post is a continuation of a series on setting goals. Before reading this post, make sure to read Setting Goals: Part 1. Qualify, Quantify, and Be as Specific as Possible If you have a daughter, one of your goals may be to provide funding for her college...

Setting Goals: Part 1

Setting Goals: Part 1

Imagine someone beginning a major vacation by simply saying, “North, I want to head north.”  They’ll see a few sights, perhaps even find the spontaneity a little exciting at first, but at the end of the trip, they’ll probably find that they have just managed to...

The Randomness of Global Equity Returns

The Randomness of Global Equity Returns

Photo by Kyle Glenn on Unsplash Investment opportunities exist all around the globe.    Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest...

How to Prepare for Retirement

How to Prepare for Retirement

Photo by Kyle Glenn on Unsplash Investment opportunities exist all around the globe.    Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest...

What Are Social Security Survivor Benefits?

What Are Social Security Survivor Benefits?

Every year, tens of thousands of people retire. Many are under-prepared while few are over-prepared. It's a big decision that requires a great deal of planning and preparation. Have you thought about how you are going to retire? What are the people around you doing to...

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