Planning matters

Imagine If This Were You. . . .

Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.

We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.

Read More

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,…

Read More

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.

Read More

In 20 Years. . .

Where would you invest monies now if you had to place a bet and open your eyes in 20 years?

Read More

“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?

Read More