September Performance Dashboard
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 [...]
Get a FREE benefits review!
It's open enrollment in the American workplace every fall, 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. WE WANT 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 the health [...]
David Booth On: Forecasting
Dimensional Founder David Booth shares his perspective on the limitations of market forecasting in this less than two minute video. Instead of enticing people to try to stock-pick, Dimensional wants to educate investors, with the over 90 years of data, on investing in capital markets.
Life Insurance – What is your Human Life Value?
September is LIFE INSURANCE AWARENESS MONTH so we are starting a drive to help clients and friends review and shop for the best and most appropriate coverage possible. DID YOU KNOW...A recent survey found only 32% of Americans have life insurance. How would you assess the financial loss your family would incur if you were to die today? Are you the sole provider for your family, or at least a significant provider to the family [...]
A Tale of Two Decades
Looking at the stock market over the past 20 years, you might think of Charles Dickens: It was the best of times—and the worst. But while the 2000s and 2010s have differed starkly in performance, collectively they have reinforced investing lessons on patience and discipline. This piece from our partner, Dimensional Funds, discusses the well supported thought that maintaining patience and discipline, through the bad times and the good, puts investors in position to increase [...]
August Performance Dashboard
U.S. equities stumbled in August, buffeted by economic implications of an inverted yield curve and a possible trade war with China. Large-caps declined, with the S&P 500® down 2%, while the S&P MidCap 400® and S&P SmallCap 600® performed even worse, down 4% and 5%, respectively. International markets also struggled, with the S&P Developed Ex-U.S. and the S&P Emerging BMI down 3% and 4%, respectively. The Far East and Latin America were particularly weak. Low Volatility triumphed amid [...]
