Quarterly Commentary, Q4 2019
As a whole, 2019 was a strong year for risk assets. Domestic equities led the way, with the S&P returning 31.49% for the year.
Quarterly Commentary, Q3 2019
Year to date, global equity market returns remain strong, but returns were mixed for the third quarter.
Quarterly Commentary, Q2 2019
Global equity markets were positive for the second quarter. Domestic equities (as measured by the S&P 500) returned 4.30%, International equities (as measured by the MSCI EAFE Index) returned 3.68%, and Emerging Markets (as measured by the MSCI Emerging Markets Index) returned 0.61%.
Quarterly Commentary, Q1 2019
Global equity markets were positive across the board for the first quarter, with Real Estate Investment Trusts (as measured by the Wilshire REIT Index) being the best performing asset class.
Recent Market Volatility
What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns.
Volatility: Welcome Back to Normal
So that’s what market volatility feels like! It has been a while since we’ve had dramatic swings in stock markets across the globe. But these past few months have been a reminder of how volatile markets can be.
Is Your Road to Sustained Wealth Paved with Amazon and Apple or the Whole Alphabet?
There are many ways to make a fortune. You might inherit money, win the lottery or build a thriving business and sell it. You can also work hard in your career, save and invest with discipline. Making a fortune often includes elements of risk and luck.
Recent Market Volatility
After a long period of relative calm in the markets, the increase in stock market volatility in recent days has renewed anxiety for many investors.
A Rocky Start to 2016: The Key to Success is (still) Preparation
Equity markets have once again turned down this morning after yesterday’s rebound. For global stock market investors, the news in 2016 has been marked by...
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.