509.325.2003

Recent Updates

BRIDGES AND BACKFILLS: A LESSON IN SURVIVING & THRIVING DURING VOLATILITY

Wealth Insights, January 11th, 2019 Five Things You Should Know Equity Markets – Equity markets rose sharply around the world with the S&P 500 up 2.61% and International Markets (EAFE) up...

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Is this the Beginning or the End?

Wealth Insights, January 4th, 2019 Five Things You Should Know Equity Markets – after a rough start finished the week up sharply with the S&P 500 +1.87% and International stocks (EAFE)...

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Facts to Impress Your Friends at NYE Parties

Wealth Insights, December 28th, 2018 Five Things You Should Know Equity Markets – U.S. stocks (S&P 500) finished up 2.93% in this shortened week while international stocks (EAFE) were up 1.96% ...

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Finding Courage in the Historic Levels of Fear

Wealth Insights, December 21st, 2018 Five Things You Should Know Equity Markets – had a tough week with U.S. stocks (S&P 500) down -7.59% while international stocks (EAFE) dropped -4.80% Fixed...

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Corrections, Crashes and Courses of Action

Wealth Insights, December 14th, 2018 Five Things You Should Know Equity Markets – fell this week with U.S. stocks (S&P 500) down -1.18% while international stocks (EAFE) dropped -0.48% Fixed Income...

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Puppies and Pullbacks

Wealth Insights, December 7th, 2018 Five Things You Should Know Equity Markets – Struggled in this shortened week with U.S. stocks (S&P 500) down -4.62% while international stocks (EAFE) fell -4.25% ...

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Markets are Tougher than You Think

Wealth Insights, November 30th, 2018 Five Things You Should Know Equity Markets – strongly rebounded this week with U.S. stocks (S&P 500) up 4.73% while international stocks (EAFE) gained 3.53% Fixed...

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Tests Come in All Sorts of Forms

Wealth Insights, November 23rd, 2018 Five Things You Should Know Equity Markets – retreated this week with U.S. stocks (S&P 500) down -3.79% and international stocks (EAFE) down -1.88% Fixed Income...

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Planning for Portfolio Volatility

Wealth Insights, November 16th, 2018 Five Things You Should Know Equity Markets – fell this week with U.S. stocks (S&P 500) down -1.51% and international stocks (EAFE) down -0.71% Fixed Income...

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The Dangers Of, and Antidotes to, Market Clichés

Wealth Insights, November 9th, 2018 Five Things You Should Know Equity Markets – were positive this week with U.S. stocks (S&P 500) up 2.16% while international stocks (EAFE) gained 0.09% Fixed...

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Recent Updates

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