509.325.2003

Recent Updates

What’s Real and What’s Next?!

Weekly Commentary, July 21st, 2017 Summary Equity markets were positive this week with U.S. stocks (S&P 500) up 0.54% and international stocks (EAFE) up 0.35%. Fixed income markets were also up...

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Overcoming One’s Environment

Weekly Commentary, July 14th, 2017 Summary Equity markets experienced gains across the globe this week with U.S. stocks (S&P 500) up 1.42% and international stocks (EAFE) up 2.28% Fixed income markets...

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Don’t Look Now, But…

Weekly Commentary, July 7th, 2017 Summary Equity markets were down in this shortened week with U.S. equities (S&P 500) down -0.04% and international stocks (EAFE) down -0.43%. Fixed income markets were...

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Let’s have an Honest Conversation about Financial Planning

Weekly Commentary, June 30th, 2017 Summary Equity markets were mixed with U.S. equities (S&P 500) down -0.55% and international stocks (EAFE) up 0.27%. Fixed income markets were also mixed with investment...

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The Future is Not Binary

Weekly Commentary, June 23rd, 2017 Summary Equity markets finished relatively flat on what was a quiet week, with the S&P 500 up 0.21% and international stocks (EFA) down 0.29%. Fixed income...

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The Difference Between Statistics and a Strategy

Weekly Commentary, June 16th, 2017 Summary Equity markets were mixed this week with U.S. equities (S&P 500) down -0.32% while international equities (EAFE) were up 0.12%. Fixed income markets were also...

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Taking the Red Pill: Why Most Financial Plans Actually Keep You From Your “One Best Financial Life” ™

Weekly Commentary, June 9th, 2017 Summary Equity markets - were down after last week’s strength with U.S. equities (S&P 500) down -0.31% and international stocks (EAFE) down -1.31%. Fixed income markets...

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Living Your “One Best Financial Life” ™

Weekly Commentary, June 2nd, 2017 Summary Equity markets were positive in this shortened week with U.S. equities (S&P 500) up 1.01% and international stocks (EAFE) up 1.77%. Fixed income markets were...

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Quick Market Recap on a Weekend for Remembrance

Weekly Commentary, May 26th, 2017 Summary Equity markets – After a tough last week U.S. markets (S&P 500) rallied up 1.44% this week, whereas international stocks (EAFE) took a slight breather...

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Be Careful About Acting on What You “Know”

Weekly Commentary, May 19th, 2017 Summary Equity markets rallied from their worst one-day performance of the year Wednesday (-1.8% for the S&P) to finish the week slightly off in the U.S....

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Recent Updates

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