Writings

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.

It’s safe to say that the peace and quiet is over for a bit and we’ve got some volatile markets in store for us. Regardless of who is or isn’t in office, let us remind you that markets remain unpredictable. Let’s not make the mistake of thinking that just because the political climate or policies have changed that we now know what’s in store. 

Market Review In the fourth quarter, U.S. stocks returned 2.6% to finish the year up 23.8% overall. International stocks lagged in the fourth quarter with developed market and emerging market stocks down 7.5% and 8.0% respectively. The bar chart below highlights how much U.S. stocks have outperformed international stocks over every recent time period –…
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Market Review In the third quarter, U.S. stocks returned 6.2% and developed international stocks bounced back to earn over 8%. Emerging markets were also up 8.24% for the quarter. I can’t remember a recent time when international stocks have outperformed US Stocks. There’s always a part of your portfolio that you hate and international has…
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