Take a look below at our review of the markets for the quarter ended March 31, 2016 or download it here.
“A big challenge for an advisor is to help clients understand that this was a normal outcome and that, ‘No, we don’t need to adjust our portfolio because this quarter it went down. This was in the range of perfectly reasonable outcomes.’”
We're so thankful to be a partner of Dimensional Funds. Watch the video below to find out why.
The market events of January 2016 raised investor questions and provides us an opportunity to examine these important questions as well as the fundamental principles of investing in capital markets.
2016 has begun, but that doesn't mean we can't take a look back at how the market performed in the 4th quarter of 2015.
The end of the year is full of holiday cheer and the excitement of a fresh start, but don’t look forward too quickly. There are several financial steps you should take before 12/31 so we have created a year end tax planning checklist. Rounding off your year with a few strategic moves puts you in a great position for the new year.