Category: Investments & Market Updates

Quarter 3, 2021 Market Review

We are pleased to share a review of world capital market performance and a timeline of events that occurred during the most recent quarter and …

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Portfolios receive an allocation to Clean Energy

By Jon Andre, CFP Clean energy companies have been increasing in numbers for several years and as this industry has continued to grow, it has …

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Quarter 2, 2021 Market Review

We are pleased to share a review of world capital market performance and a timeline of events that occurred during the most recent quarter and …

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E+R=O, your reactions determine your success

As an operations professional, I enjoy learning new ways to get work done more efficiently, or improve my perspective on work/life balance. As Jack Canfield …

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Quarter 1, 2021 Market Review

We are pleased to share a review of world capital market performance and a timeline of events that occurred during the most recent quarter and …

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Is Anyone Managing Your 401(k)?

Many investors have a 401(k) or 403(b) retirement plan that includes limited investment options and, as a result, fewer opportunities to diversify. In order to …

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Economic & Investment Outlook 2021

There is no question that 2020 was a difficult year for most Americans.  Investors faced a unique set of circumstances while navigating many negative headlines …

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Quarter 4, 2020 Market Review

We are pleased to share a review of world capital market performance and a timeline of events that occurred during the most recent quarter and …

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Looking Beyond Average Investment Returns

Many investors strive to achieve the highest rate of return possible for their portfolio. It seems that this is the best way of accumulating more …

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Growth triggers fee reductions in DFA funds

In response to outstanding growth in their core mutual fund business, one of our top mutual fund managers, Dimensional Fund Advisors (aka DFA Funds) have …

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