Market Review

This report features stock and bond performance over the past quarter. Be sure to read to the end to see how monkeys just may be better at picking stocks than professionals!

During Q2 2017 International Stocks and Emerging Markets Stocks outpaced U.S. Stocks. The best performing asset class was international small company stocks with a return of 7.28%. While we know that small company stocks have historically outperformed large company stocks, most 401k plans that I see don’t have an International Small Company Stock Fund. Please

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. This report also illustrates the performance of globally diversified portfolios and features a quarterly topic on Diversification. Click

This report features world capital market performance and a timeline of events for the past quarter and year. Pay special attention to the focused article as it highlights one of our major investment beliefs (accepting market prices for what they are) through the lens of a PENCIL. Yep, I said pencil!! Click here to read the review. If

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. This report also illustrates the performance of globally diversified portfolios and features a quarterly topic on Presidential

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. This report also illustrates the performance of globally diversified portfolios and features a quarterly topic.  Click here to

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. This report also illustrates the performance of globally diversified portfolios and features a quarterly topic.  Click here to