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Insights



Quarterly Market Review Q2 2017

The following video accompanies the “Q2 2017 Market Commentary” article on our Insights page.

Q2 2017 Market Commentary

July 2017 Our Asset Class Investing portfolios are strategically invested with a focus on long-term performance objectives. Portfolio allocations and investments are not adjusted in response to market news or economic events; however, we evaluate and report on market and economic conditions to provide our investors with perspective and to put portfolio performance in proper context. Global stock markets delivered robust gains in the second quarter of 2017 as stronger earnings growth, upswings in global economic data and diminished political
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Finance For Normal People

You are contemplating a gift to your beloved and wonder whether it should be a red rose or $10, the price of the rose. You are a rational person who knows a bit of finance, so here’s your thinking: A rose has no utilitarian benefits — your beloved cannot eat or drink it. A rose is also a waste. It gets tossed after a few days, once the petals drop off. A $10 bill, in contrast, can pad a savings
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Getting What You Don’t Pay For

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 price tells you approximately how much you can expect to pay for the car itself. But the sticker price is only one part of the
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