Portfolio goals

Another quarter has come and gone; a tick of the second hand in your lifelong financial journey.

Henry Wadsworth Longfellow’s poem, “The Midnight Ride of Paul Revere,” retells the story of a patriot who shouts a harrowing warning to his fellow colonists, “A recession is coming! A recession is coming!”

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time - but what is it? What are assets, and what happens when you allocate them?

Asset Allocation: A Classy Subject

If there’s one thing Dimensional Fund Advisors is unlikely to ever be accused of, it’s having a flair for the dramatic. Then again, that’s why we find their objective insights so appealing, such as this lead-in to their recently released 2018 Market Review:

What if Charles Dickens had begun his classic “Tale of Two Cities” as follows: It wasn’t the best of times, it wasn’t the worst of times, it was the usual mixed bag.

We hope everyone had a wonderful holiday season. Whether you reached your personal goals in 2018, faced challenges, or are looking for a 2019 reboot, let’s take a moment to hit on the key themes from the past year.

Before we get started, we want to revisit a comment we included in another article as we left 2017 and began 2018.

So, are you ready to get a jump on 2019? Last year, we shared a list of 10 financial best practices for the year ahead. We thought we’d make it an annual tradition. Here are six more financial best practices for the year ahead. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead by the time 2020 rolls around.

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.

Tax Reform and Tax Preparation

As a new year approaches, many of us will reflect on the year that has passed. Personal and professional accomplishments may take center stage. We may take stock of any disappointments and recalibrate as 2019 approaches.

What is a yield curve, and why are stock investors interested in its shape?