2021 3rd Quarter | Market Health Report

Market Recap Markets were growing nicely (and with little volatility) until we experienced a September slump that put a pause on the global equity bull market. The S&P 500 Index dropped 4.7% for the month, developed international equities (MSCI EAFE Index) fell 2.9%, and emerging-market stocks (MSCI EM Index) dropped 4.0%. Needless-to-say, September was a […]

2021 3rd Quarter | Newsletter

Everyone’s estate plan id unique, but these six documents are key in ensuring your final wishes are carried out and you end life on terms you have set out. Click on the link below to learn more. 2021 3rd Quarter | Newsletter

2021 2nd Quarter | Newsletter

Modern portfolio theory (MPT) Holds that investors get paid extra return for taking risk. The concept is simple but can be hard to implement without coaching and education, and it grew more important lately: Investors who take equity risk expect to earn extra return. Click on the link below to learn more. 2021 2nd Quarter […]

2021 2nd Quarter | Market Health Report

Market Recap Life is good for investors as returns from equity markets continue the expansion path of the past two and a half years. Yet, there continue to be concerns around markets being very high versus historical averages. The saving grace comes from extremely low bond and savings yields, so investors continue to invest where […]

2021 1st Quarter | Market Health Report

Market Recap The good times continue to roll.  After back-to-back strong years in the markets for stocks, bonds, and real estate, the first quarter of 2021 continued the streak with double digit annualized returns. Consumers are loaded with cash as the third round of stimulus checks were recently released. As this extra cash is hitting […]

Market Health Report – 4th Quarter 2020

Fourth Quarter 2020 Key Takeaways Last year was both volatile and difficult in many areas of our lives, yet economically global stocks were up 16% in 2020. U.S. stocks did a bit better. During the dark days of March, with pandemic fears rampant and the global economy falling off a cliff, very few (if any) […]