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First Quarter 2019 Review: Make Hay While the Sun Shines Thumbnail

First Quarter 2019 Review: Make Hay While the Sun Shines

After a dismal end to 2018, stock and bond markets rebounded in Q1, with the S&P 500 delivering its best quarter (+13.6% including dividends) since the financial crisis 10 years ago. Some factors positively influencing investor sentiment included: an end to the U.S. government shutdown, improving prospects for a U.S-China trade agreement, and a shift to more accommodative monetary policy from the U.S. Federal Reserve. Every global asset class represented in our clients’ portfolios appreciated in Q1, and most equity indexes notched double-digit returns (...)

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Finding Your Money Thumbnail

Finding Your Money

Our financial lives can be complicated. Between monthly bills, medical costs, bank accounts, credit and debit cards, investment accounts, and taxes, for better or worse each of us accumulates hundreds of financial relationships over the course of our lives.

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