February was a continuation of the equity market gains produced during the month of January with all the major indices we follow producing very solid gains. Commodities followed suit with another positive month on the back of higher oil prices. The dollar rebounded to end the month slightly positive … Read More
Introducing Our Family and Finances Blog Series
You already know the basics of personal finance: spend less money than you earn, save the rest. Once you’ve got that covered, it really comes down to how you balance your financial goals. Do you pay off your student loans early or save more toward your retirement? Add in the complexifier of a spouse … Read More
Monthly Stock Market Review – January 2019
As bad as December was for investors the positive reversal in January was just as strong and swift. The equity indices we follow in both the US and abroad posted monthly gains that most investors would be satisfied with over the course of a full year. Bond yields fell, leading to a strong 1%+ gain … Read More
2019: A Year of Change or More of the Same?
“For every complex problem there is an answer that is clear, simple and wrong.” - H.L. Mencken "You can't predict, you can prepare." – unkown Many years ago I (Jon) had a client who started to lecture me on his perception of my job as his financial advisor. In this person’s eyes what … Read More
Monthly Stock Market Review – December 2018
The month of December did not go as investors would have hoped. Unlike most December’s past, the equity markets set aside the “Santa Clause Rally” and settled for the worst December performance since the 1930s. International equities, while still down, performed relatively better than U.S. stock … Read More
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