Blog

What if I told you that investing outside of the U.S. over the last decade has done nothing but hurt your portfolio returns? It’s a broad statement, but from a high level and looking at international stocks as an asset class and in aggregate, it’s true.

If you have been paying attention to the news recently, you may have seen some headlines aghast at the destruction that appeared in the recent economic data. While the data was pretty terrible, there are some misunderstandings about how economic data is reported and interpreted.

Why do stocks go up? Or, maybe a timelier question: Why do they go down? The answer of course, depends on what time horizon or period you are asking. Short-term moves in the market are wildly unpredictable and can be driven by even the slightest change in headlines. We have plenty of those right now, evidenced by the existing market volatility.

While we are in what is likely to be a worsening global pandemic situation, we remain optimistic that we will all get through this together. We will all need to do our part and reduce the spread of this challenging virus. While doing that we can be quite anxious, and a bit of cabin fever may even kick in. When we have this extra time, it is always good to stay busy.

How far have we fallen? Depends on how big your scale is. Also, market downturns happen. While it feels like it, they certainly don’t last forever. We found a couple of charts in a letter from Capital Groups CEO to be a helpful reminder to keep the recent market events in context.

Passed in the last few weeks of 2019, the Setting Every Community Up for Retirement Enhancement Act will has some major changes to the retirement landscape. Eric and Robert cover some of the most important changes to retirees.

New Year, New us. Or so the saying goes. Part of turning the page to the year ahead is to look back at how we did over the last 12 months and set goals on what we’d like to accomplish over the next 12. For us, it is an exercise that couldn’t be of higher importance. We are on a constant mission to improve our services and client outcomes.