Home Bias and Global Diversification

By pursuing a globally diversified approach to investing, one doesn't have to attempt to pick winners to achieve a rewarding investment experience. Every day we enjoy the benefits of an interconnected world. We might start our day with a cup of coffee that originated in South America, check our email on a smartphone designed in California and manufactured in Taiwan, then shower and change into clothes woven from Egyptian fabrics before driving a German-made car [...]

December 14th, 2017|

Pursuing A Better Investment Experience – EBOOK – is Here!

Our First Ebook - Pursuing a Better Investment Experience - is finally here! We are inviting you, our clients and friends, to be the first to view it! Download it for FREE. It is your guide to a simple, free way of thinking about investing in capital markets! DOWNLOAD YOUR COPY TODAY! PURSUING A BETTER INVESTMENT EXPERIENCE ten practical steps to investing  

December 1st, 2017|

Key Questions for the Long-term Investor

Whether you've been investing for decades or are just getting started, at some point on your investment journey you'll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you're not alone. Your financial advisor is here to help.  While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles that may help improve investors' odds of [...]

November 15th, 2017|

It’s Enrollment Time: Don’t Rush Through Your Options!

Fall is open enrollment in the American workplace, and employers will begin to pass out packets, forms, memos, hold meetings and launch apps for the benefits enrollment season. Navigating your benefits package can be overwhelming, and has a direct effect on your long-term savings. Park + Elm wants to help. Below is your quick guide to navigating your benefits booklet from start to finish: Health Insurance - pay close attention to the following variables to [...]

November 2nd, 2017|

The 401(k) Series #7: Weighing Your Rollover Options

When you retire or change jobs, you have new options for your old 401(k) that can provide continued potential tax-deferred growth opportunities. With a transition of this magnitude, it's helpful to understand the steps in the process and have a checklist for guidance. YOUR TRANSITION CHECKLIST Contact your former HR department and understand your options Consider the pros and cons of those options (See Below) Consult a Financial Advisor and develop a retirement income strategy [...]

October 19th, 2017|

Quarterly Market Review – Q3 – 2017

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 3RD QUARTER 2017 - QUARTERLY MARKET REVIEW

October 11th, 2017|