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The Risk You Need vs. The Risk You Can Afford

Just as there is a difference between being able to afford a luxury car and actually buying a luxury car, there is a difference between being able to afford high investment risk, and choosing a high investment risk portfolio. Indeed, there is much comfort in knowing that we can afford a luxury car while enjoying a modest one, and there is tranquility in knowing that we can bear high investment risk but only need a portfolio with low or moderate
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Quarterly Market Review Q3 2017

Click the link below to view our Quarterly Market Review for Q3 2017. This report features world capital market performance and a timeline of events for the last 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. Quarterly Market Review Q3 2017  

The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” -David Booth The US stock market has delivered an average annual return of around 10% since 1926.1 But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful to see the range of outcomes experienced by investors historically. For example, how often have the stock
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