2019 January

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Fed Holds Steady, Projects Patience Going Forward

Charles Schwab’s Bond Insight contributor Collin Martin published an article on January 30, 2019 outlining the Feds most recent decision to keep its short-term interest rate steady. Key Points •As expected, the Federal Open Market Committee (FOMC) on Wednesday left short-term rates unchanged. The target range for the federal funds rate is still 2.25% to…

Quarterly Newsletter, January 2019, Issue 61

Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office, as well as the 2018 Tax Forms and a lesson on financial health from David Jones, DFA. Don’t forget to check out the client spotlight, where you can learn about the life of…

Market Review, Fourth 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. Overview: Market Summary…


Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your…

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