Insights

Second Quarter 2019 Market Review

Volatility continues to be a central theme across both stock and bond markets but the second quarter produced solid growth across most asset classes despite a decline in the month of May. These themes and more in the Second Quarter 2019 Market Review.

First Quarter 2019 Market Review

After a challenging fourth quarter of 2018 where some global equity indices were off as much as 20%, equity markets roared back in the first quarter of 2019 with some global indices up as much as 20%. Most of that sharp recovery was based on reversals of the themes that plagued the markets in the […]

Fourth Quarter 2018 Market Review

Uncertainty dominated the headlines in the fourth quarter.  Investors had to contend with a variety of factors that created uncertainty including the pace of rising US central bank interest rates, the ongoing trade dispute between the US and China, the possibility of a global economic slowdown, and a US government shutdown.  These headlines and more in […]

Third Quarter 2018 Market Review

Domestic stocks moved ahead in the third quarter on the back of a strong US economy while international stocks and the bond market posted slightly positive returns for the quarter but are still showing negative returns on the year. This narrowly focused rally was led by large company growth stocks. These headlines and more in […]

Second Quarter 2018 Market Review

After a great start in January the markets find themselves fairly flat starting the second half of 2018, yet much more volatile.  Returns have been mixed due to rising interest rates, higher energy prices and global trade uncertainty but the main positive catalyst was strong corporate earnings which are expected to continue to grow.  Second Quarter […]

Market Volatility

After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful Recent Market Volatility

Fourth Quarter 2017 Market Review

The fourth quarter culminated a great year for the markets and this piece does a great job of recapping many of the headlines that contributed to the success. Fourth Quarter 2017 Market Review  

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Read the full article by MSA Financial and Dimensional Fund Advisors

Why Retirees Should at Least Consider a Financial Adviser

Even those who think they have their retirement planning in hand can use someone to keep them from making a costly mistake in this Wall Street Journal article by Glenn Ruffenach Read the full article on Wall Street Journal

How to Avoid Overspending in Retirement

by Securities America With the recent challenges in the U.S. economy, particularly in the housing and financial sectors, many pre-retirees are concerned their nest eggs won’t be enough to maintain a comfortable retirement. Despite that concern, many Americans within sight of retirement have expectations that don’t match their actions or reality. 43 percent of Americans […]

Seven Resolutions to Get Your Nest Egg in Shape

Getting your retirement plan in order is a common New Year’s resolution.  Find out why it’s almost never too late to start in this Wall Street Journal article by Anne Tergesen. Read the full article on Wall Street Journal

CFPs Add Value, Are More Productive: Study

A recent study from Aite Group says that financial advisors with the CFP designation add value to their firms, are more productive, and provide a higher level of client satisfaction.  Click the link below to read more results from research. Read the full article on AdvisorOne.com.

Savings Fitness: A Guide to Your Financial Future

Succeed in setting financial and retirement goals. Check out “Savings Fitness: A Guide to Your Money and Your Financial Future” from the Certified Financial Planner Board of Standards Inc.  This article could help put your retirement high on the list of personal priorities. Read the full article on CFP Board.

How to Choose a Financial Planner

This Wall Street Journal article offers insights into how financial planners can advise clients on how best to save, invest, and grow their money. Read the full article on Wall Street Journal.

Your Personal Plan

Living your life with financial confidence begins with your goals and a trusted advisor.