2016 ended up a good year to be an investor. The US stock market (as measured by the Russell 3000) was up 12.74%. All other major asset classes -- international developed stocks, emerging markets stocks, global real estate, US bonds, and international bonds were also positive for the year. Small … [Read more...]
October 2016 Financial Planning Newsletter
The October Financial Planning newsletter is now available. In addition to an investment market update, it includes an update on the social security cost-of-living adjustment, tips on inheriting an IRA, a third quarter investment summary, year-end tax tips and more. To read the newsletter, click … [Read more...]
2016 Third Quarter Investment Market Review
The investment markets provided gains in third quarter gains across the broad US and International stock indices, as well as bonds. With positive returns so far this year, many are worried about the effects of presidential election on the stock market. However, the data suggests that which … [Read more...]
July 2016 Personal Finance Newsletter
Our July newsletter is now available. On investing, it includes a second quarter investment market review and our commentary on why fears about Brexit may be overblown. In addition, it covers the highlights of the June 2016 Social Security and Medicare Trustees' Reports and a Q&A on how the … [Read more...]
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