Writings

This month, we explore the universal temptation of financial comparison, uncover the surprising history behind the first comprehensive study of overall stock market returns, and analyze whether today’s tech-heavy stock market is actually in a bubble.

Third quarter performance was strong across every asset class we track led by Emerging Market stocks [international small countries] (+10%) and U.S. stocks (+8%). While geopolitical tensions continued to generate headlines, corporate earnings came in better than expected with quarterly earnings for the S&P 500 coming in much better than expected at +11% higher than last year’s second quarter.

Time is your friend Finance folks love to talk about exponential growth. It’s compound interest. Interest on interest. It’s your money making money on its money. You start with $100 and then earn 10%. Now you have $110. Another 10% gets you $121. Then $133…on and on until the numbers get huge. For us visual…
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It seems hard to believe now that we’re sitting at or near all-time highs again for U.S. equities. As recently as April 8th, this year had gotten off to the fourth-worst start (down 15%) of any year since 1928. The past few months have been another great reminder of how quickly things can change when investing in public markets.

Choosing the right wealth manager is one of the most critical decisions for your family’s financial future. Discover the essential criteria for selecting a great financial advisor, the red flags to avoid, and how to confirm your current advisor is truly acting in your best interest.