Category: Investments

04 Jan
investment outlook 2019

As we leave 2018 behind…

We originally published these comments in November of last year and they still ring true.  As they say, “this is our story and we’re sticking with it!” As we leave 2018 behind, the much-hyped synchronized global expansion has plateaued, global economic growth has become more uneven, and domestic and international markets have become more volatile. […]

28 Nov
portfolio benchmarks

Is your retirement portfolio keeping up?

As you might expect, during times of increased volatility, we field more questions from clients about whether their portfolios are performing up to par. What is “par” for your portfolio anyway?  The short answer is “it depends.” I often hear people talking about the “market.”  The “market” was up by 500 points or down by […]