The returns for all major asset classes we track were negative in the first quarter of 2022. The best performer was U.S. Large Cap Value.... Read More
Wealth Planning Quarterly
A Dip Now May Not Mean A Down Year
Stock market slides over a few days or months may lead investors to anticipate a down year. But that fallacy is easily disproven by examining a broad U.S. stock market index, which had positive returns in 17 of the past 20 calendar years... Read More
Financial Planning Tip
The War in Ukraine
We believe that the most effective way to mitigate the risk of unexpected events is through broad diversification and a flexible, systematic, and active investment process. Russia’s invasion of Ukraine is an important reminder that geopolitical risk is part of investing in global... Read More
