Planning Matters.

Gridlock on Capitol Hill: What Markets are Conveying

Asset class performance in 2017 is significantly different than during the period from Election Day through year-end 2016. What are markets conveying?

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Winners & Losers: A Look into the Recent Past

Below is a look at 10-year annual returns of major asset classes in 2008, 2013, and 2016. What’s notable is how an asset class deemed “today’s favorite” becomes a “dawg” a handful of years later. For example, in 2013 emerging market stocks led the pack with a 10.5% annualized return only to severely underperform thereafter,…

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Exchange Traded Funds (ETFs): A Quick Primer

ETF assets continue to show robust growth in assets. So, given its wide appeal, it makes sense to discuss what an ETF is, and how it works.

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“Cambio, Change, Wechsel”

Foreign exchange (currencies) might be, after gold, the most misunderstood asset in the world.

Why, for example, is the Japanese yen quoted yen per U.S. dollar while the euro is quoted as U.S. dollar per euro?

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Potential Changes Under a Donald Trump White House

With Donald Trump’s historic win along with a unified (Republican) House and Senate, there are questions as to stock market performance under “One Party Rule”. According to Kiplinger Magazine, historically the S&P 500 has returned 16.9% in the TWO years following a one-party election. And, Republican administrations have produced a 6% annualized return, compared to…

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