2018 October

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Market Review, Third Quarter 2018

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 on the…

Quarterly Newsletter, October 2018, Issue 60

Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. In this edition, check out our newly added Financial Planning section that discusses whether your risk tolerance changes over time. Don’t miss our client spotlight, where you can learn about the retirement adventures…

Total Cost of Ownership

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker…

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