Resources

Access our library of resources. Login to your client portal for an update on your investments, review quarterly and annual investment reports, and get answers to your questions.  

 

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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

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...

How to Prepare for Retirement

How to Prepare for Retirement

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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