2018 Annual Market Review

After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the implementation of Brexit, US trade wars with China and other countries, and a flattening US Treasury yield curve. Global equity markets delivered positive returns through September, followed by a decline in the fourth quarter, resulting in a [...]

January 15th, 2019|

Quarterly Market Review – Q4 2018

Click on the link below for a detailed analysis of quarterly performance of the global equity and fixed income markets. CLICK HERE TO READ THE 4th QUARTER 2018- QUARTERLY MARKET REVIEW

January 8th, 2019|

Contribute to a 529 before December 31st!

The projected costs for college can be very intimidating…but there are ways to prepare for it. Just knowing the possible sticker price gives you the power to prepare! Without preparation, your retirement plan could be significantly impacted. If you have a future student, YOU MUST START PLANNING NOW! THE DEADLINE TO CONTRIBUTE TO A 529 FOR A 2018 TAX CREDIT IS FAST APPROACHING! THE IMPORTANCE OF INVESTING NOW To help reduce the expected costs of [...]

December 19th, 2018|

Park + Elm Investing Principle #10: Focus on What You can Control!

#10 is HERE! Download our Ebook Here to get the first 9 principles!! Financial science and experience show that our investment efforts are best directed toward areas where we can make a difference and away from things we can’t control. We can’t control movements in the market. We can’t control news or financial headlines. No one can reliably forecast the market’s direction or predict which stock or investment manager will outperform. But each of us can control [...]

December 10th, 2018|

Why Should You Diversify?

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index returned 1.86%, and the MSCI Emerging Markets Index returned 0.78%. As US stocks have outperformed international and emerging markets stocks [...]

December 4th, 2018|

Park + Elm Investing Principle #9: Look Beyond the Headlines

PRINCIPLE #9 IS HERE! Look Beyond the Headlines!! Download the rest of our Ebook Here to get all 10 principles!! Daily market news and commentary can challenge your investment discipline. Some messages stir anxiety about the future while others tempt you to chase the latest investment fad. When tested, consider the source and maintain a long-term perspective. Why doesn’t the media run more good news? Because bad news sells! It sells because fear is a more powerful [...]

November 26th, 2018|