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Recent Updates

Build a Portfolio You Can L.I.V.E. With

Investor Insights, April 20th, 2018   Five Things You Should Know   Equity Markets – were positive across the globe this week with U.S. stocks (S&P 500) up 0.40% while international stocks (EAFE)...

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The Perfect Storm

Investor Insights, April 13th, 2018   Five Things You Should Know Equity Markets – rebounded nicely this week with the S&P 500 up 2.09%, and the EAFE up 2.00%. Fixed Income Markets...

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(Reactive) Wolves in (Responsible) Sheep’s Clothing

Investor Insights, April 6th, 2018   Five Things You Should Know   Equity Markets – faced a challenging week with both a tough start and finish bookending three strong days. The S&P...

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Get Off the Media Merry-Go-Round [VIDEO]

Investor Insights, March 29th, 2018   Five Things You Should Know Equity Markets – bounced back in this shortened week with U.S. stocks (S&P 500) up 0.85% and international stocks (EAFE)...

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The Danger of Planning for Average [VIDEO]

Investor Insights, March 23rd, 2018   Five Things You Should Know Equity Markets – dropped this week with U.S. stocks (S&P 500) down -5.90% and international stocks (EAFE) down -3.60% Fixed...

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Overcoming Oneself [VIDEO]

Investor Insights, March 16th, 2018 Five Things you Should Know Equity Markets – fell this week with U.S. equities (S&P 500) down -1.08% while international stocks (EAFE) fell -0.40%. Fixed...

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The Four Horsemen of the (Investment) Apocalypse [VIDEO]

Investor Insights, March 9th, 2018   Five Things You Should Know Equity Markets – had a strong week with U.S. stocks (S&P 500) up 3.64% while international stocks (EAFE) rose 1.96% ...

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TRiUMPhing Over Narratives (& Tweets)

Investor Insights, March 2nd, 2018   Five Things You Should Know Equity Markets – finished down after a volatile week with U.S. stocks (S&P 500) off -2.04% and international stocks (EAFE)...

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The Gift of a “Little Nudge”

Investor Insights, February 23rd, 2018   Five Things You Should Know Equity Markets – were positive in this shortened trading week with the S&P 500 up 0.60% and international stocks (EAFE)...

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Time in the Markets, Not Timing the Markets

Investor Insights, February 16th, 2018   Five Things You Should Know Equity Markets – were up big this week with the S&P 500 up 4.46% and international stocks (EAFE) up 4.11% ...

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