Stress Testing Your Financial Plan In the current environment of COVID-19, oil prices plunging, and other uncertainties, it is understandable if you are questioning the stability of your financial plan, provided that you have one. Reviewing your life circumstances is appropriate in good and bad times, and employing a Financial Stress Test should be a
Q1 2020 Market Review This report features world capital markets performance and a timeline of events in the past quarter. It begins with a global overview and continues with stock and bond returns in the U.S. and international markets. At the end of the report is a discussion from Dimensional Fund Advisors that provides a
We need a break from the elephant in the room, as we are sure that you can easily find 24/7 media coverage about COVID-19. The free flow of information is a good thing, but invariably the truth and falsehoods get blended into confusion, and other relevant and more positive topics get drowned out. Here are
Understanding market history is essential for investors with a long-term view. Disciplined investors have benefited by staying the course throughout market history. We hope that this insight helps you as you navigate your way through your investment experience.
There have been a number of market crises throughout our lifetimes. Here are a few examples of how a 60% stock, 40% bond portfolio historically performed after these crises.
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. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. This quarter
Once you’ve decided it’s time to get some professional financial help, you may be asking yourself: “Which type of financial professional is best for me?” From a financial advisor to an investment advisor to a wealth advisor, it’s helpful to know the differences between each category of financial experts before committing to a long-term engagement.
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right time or avoiding the next downturn may tempt
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.The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. This quarter’s topic
Featuring world capital market performance through a global overview as well as domestic and international returns of stocks and bonds, this report gives a complete timeline of the past quarter’s events. Additionally, the report offers insights into the investment fads and their lasting effects on portfolios. Quarterly Market Review- Q1 2019