At the end of 2018, we encouraged investors to stay disciplined and stay invested with the reminder that over time, cash is the worst performing asset class. While we weren’t specifically predicting it for 2019, cash returned to its place at the bottom of the return chart for the year.
SECURE Act – How are you affected?
With the passing of the SECURE (Setting Every Community Up for Retirement Enhancement) Act at the end of December, you may be asking how or if this impacts your financial plan. A few of the bigger changes are highlighted here.
2020 contribution limits: What do they mean for me?
The IRS has announced contribution and benefit limits for 2020. Here’s what you need to know.
Gold: Setting the record straight
Upon rising nearly 20 percent over the past 12 months, gold prices are making headlines and sparking intrigue among investors. While investors may be tempted to associate increased equity volatility (as measured by the VIX Index) to gold’s recent price appreciation, we examine how gold has historically performed in different market periods.
Market Commentary | Third Quarter 2019
Headline-driven volatility characterized the third quarter of 2019, with bonds posting higher gains than equities1. The S&P 500 was up 1.7% for the quarter, and bonds1 were up 2.27%. Ups… The Federal […]
What do tariffs mean for my investments?
The stock market has seen both positive and negative volatility over the past few weeks as headlines have focused on trade tariff announcements between the United States and China. While this has been a recurring theme throughout 2018 and 2019, investors have seen their account balances fluctuate and may be wondering: “What has occurred, and what does it mean for my investments?”
Despite headlines, markets are up
Quarterly Performance Despite increasing trade tensions, geopolitical turmoil, and downward revisions to global growth forecasts, nearly all asset classes posted positive returns in the second quarter. The S&P 500 was […]
A case for international on America’s Independence Day
Happy 4th of July! This week, as we celebrate the birth of this country and all things USA, we’d like to spend a moment focusing on other parts of the […]
Recessions…misunderstood?
Over the last 70 years, the U.S. has experienced 11 recessions. Recessions have become less frequent since the Federal Reserve got ahold of inflation in the 1980s and learned to […]
Long-term strategy using short-term numbers
The first quarter of 2019 offered the antithesis of the last quarter of 2018. Global equities rallied, up over 12%1 in the first three months of the year, while global […]