Kids’ future or yours? 6 Tips to Balance College and Retirement

By | October 8th, 2019|College Planning, retirement|

Get the facts about saving for retirement and college at the same time. Understanding that funding each is equally important, and that even a late start is a good start. Every dollar saved is a dollar you don’t have to borrow.

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Quarterly Market Review Q3 – 2019

By | October 8th, 2019|DFA, Dimensional Fund Advisors, Markets, Quarterly Market Review|

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

Click HERE to download this quarter’s breakdown!

September Performance Dashboard

By | October 1st, 2019|Markets|

  • In spite of slowing economic growth, ongoing trade tensions and a presidential impeachment inquiry, U.S. equities recovered in September to end the third quarter on a positive note. Year-to-date, large-caps outperformed mid- and small-caps, with the S&P 500® up 21%, while the S&P MidCap 400® and S&P SmallCap 600® gained 18% and 13%, respectively.
  • Despite gains in September, international markets ended the quarter with losses while holding on to year-to-date gains, with the S&P Developed Ex-U.S. and the S&P Emerging BMI up 13% and 8%, respectively.
  • Enhanced Value outperformed its factor peers in September, and Value outperformed Growth, but time will tell whether this reversal continues. Year-to-date, Low Volatility remains the top performing factor index, up a remarkable 26%.
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