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Market Review, First Quarter 2019

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. Overview: Market Summary World Stock Market Performance…

Quarterly Newsletter, April 2019, Issue 62

Welcome to the latest version of our WAG Quarterly Newsletter! This month is financial literacy month and we have filled our newsletter with information to help you and your family gain more knowledge about financial planning. Don’t forget to check out WAG on the Move to learn about how our WAG family is growing. In…

Why the Yield Curve Matters

   By Schwab Center For Financial Research, April 01, 2019   Why the yield curve matters.   A normal yield curve slopes upward from shorter maturities to longer ones. Investors usually require extra return to tie up their money for longer periods. The slope can change when the Federal Reserve raises short-term rates to…

Getting to the Point of a Point

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s portfolio may…

Déjà Vu All Over Again

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different…

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…

KEY QUESTIONS FOR THE LONG-TERM INVESTOR

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…

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…

The Role of International Investments

As of late, we have been receiving questions about the role of international investments. These questions have led to some great conversations. As a firm, we make it a priority to respond thoughtfully and thoroughly. As part of this response process, we have compiled a short educational guide detailing how international investments are an essential…

Quarterly Newsletter, July 2018, Issue 59

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 Retirement Corner that discusses Longevity Planning for retirement and the 8,000 days ahead. Don’t miss our client spotlight, where you can learn about the urgent…

Market Review, Second Quarter 2018

Wealth Advisors Quarterly Market Review Second 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…

The Impact of Inflation

When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of investing. In many cases, the reason for saving today is to support future spending. Therefore,…

E+R=O, A Formula for Success

“The important thing about an investment philosophy is that you have one you can stick with.” -David Booth, Founder, and Executive Chairman, DFA Our affiliates at DFA recently published an article entitled ‘E+R=O, a Formula for Success’. The article talks about how combining an enduring investment philosophy with a simple formula that helps maintain investment…

Quarterly Newsletter, April 2018, Issue 58

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 tax information on Qualified Charitable Deductions and donor-advised funds. Don’t forget to check out the client spotlight, where you will meet the co-owner of Fort Wayne’s newest brewery, Hop River Brewing…

Market Review, First 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. Overview: Market Summary World Stock Market Performance…

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many inexperienced sailors make is not having a plan at all. They embark…

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