Investing and Expectations Over the past five years, the S&P 500 has gained about 12% per year while bonds have gained about 4% per year. International stocks have earned only about 2.3% over that time period. What does this haveREAD MORE
Investing
Quarter in Review The volatile markets during the first quarter presented our portfolios with a real-world stress-test. Late December weakness became a rout in January, causing the worst start to a year in Wall Street history. Major equity markets droppedREAD MORE
At tax time, it can become painfully obvious how much of your hard-earned money is sent to the government. Income from your investments can be a big contributor to your tax bill. Wouldn’t it be nice if we can keepREAD MORE
As we look back on the financial markets in 2015, what really stands out is how poor returns were across the globe and across asset classes (stocks, bonds, commodities, etc.). Among the major global stock markets, the United States wasREAD MORE
If there is one theme from the past three months, it is that volatility has returned. At the beginning of the quarter, investors were actively discussing the possibility of Greece leaving the Euro currency (a “Grexit”) and markets were convincedREAD MORE