The first quarter of 2019 saw a sharp positive reversal from December 2018 levels. This article summarizes the performance of various asset classes during the first quarter of 2019, and for the 12-month period ending March 31.... Read More
Wealth Planning Quarterly
Spring 2019
Do Emerging Markets Still Make Sense for Your Portfolio?
A recent Wall Street Journal article makes a case against investing in high-risk/high-yield markets. The author argues that the difference in returns between equities in emerging and developed nations is so small that the diversification benefits of investing in emerging markets are diminished.... Read More
Financial Planning Tip
Uber and Lyft Protection, No Matter Who’s Behind the Wheel
If you use rideshare companies like Uber and Lyft, or if you live in an urban area where rideshare companies operate, this article contains crucial information for how to protect your assets.... Read More
