Quarterly Commentary, Q4 2018
Global equity markets were negative across the board for the fourth quarter, with US Small Cap (as measured by the Russell 2000) being the worst performing equity asset class, at -20.20%.
Quarterly Commentary, Q2 2018
US markets had a positive second quarter, with the S&P 500 returning 3.43% and the Russell 2000 returning 7.75%. International developed markets declined 1.24% and Emerging Markets declined 7.96%.
Quarterly Commentary, Q1 2018
Markets started strong in January, with the S&P 500 reaching an all-time high. Although economic indicators remained positive during the quarter, uncertainty regarding interest rates and trade policies loomed large.
Quarterly Commentary, Q4 2017
With the help of a strong fourth quarter, 2017 gave investors a less volatile and record-shattering ride across nearly every major global asset class.
Quarterly Commentary, Q3 2017
The U.S. economy saw slightly weaker growth during the third quarter with a 2.7% GDP estimate, down from 3.10% during the second quarter.
Quarterly Commentary, Q2 2017
U.S. economic growth was stronger than initially estimated in the second quarter due to unexpected higher consumer spending and an increase in exports.
Financial Hypochondria
Individuals who suffer from hypochondria have an excessive preoccupation with their physical health, which manifests itself into an unrealistic fear of having a serious disease. As they focus on and worry about physical sensations, a cycle of symptoms and worry...
Buffett’s Explicit Instructions to His Wife: Index!
It’s interesting that Warren Buffett, the fourth wealthiest person in the world (according to Forbes) and one of our most successful investors, offers some sage investment advice to his adoring public that is largely ignored. His simple message to investors is to avoid trying to beat the market.
Roth IRA Conversion: What We're Thinking
Three situations collectively offer a strong chance of a long-term benefit from converting to a Roth IRA.