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.
CLIENT LOGIN
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
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
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
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...
What Are Social Security Survivor Benefits?
If your spouse passed away, you're eligible for Social Security Survivor Benefits. As long as you had been married for at least nine months (the nine month requirement is waived if you are taking care of the deceased spouse's child that’s under the age of 16). We...