by dkelley | Jan 29, 2019 | blog
Global Asset Allocation Views – Q1 2019 Quarter in Review The 4th quarter of 2018 did not go as planned, though in reality nothing about investing truly ever goes to plan. The S&P 500 had just hit an all-time high and we were heading into historically...
by dkelley | Jan 29, 2019 | blog
Do You Know the Real Rate of Return On Your Investments? Many investors look at their monthly statements or review their account online and look at a couple of numbers to determine how their investments are doing. The first number is usually the balance in your...
by dkelley | Dec 18, 2018 | blog
Out with the old and in with the new…year? The year of 2018 is sprinting to the finish line. The snow is starting to fall and the fireplace is crackling as we hustle through December. Days like today are the best time to reflect on the year in review. Your reflection...
by dkelley | Dec 12, 2018 | blog
The ABCs of ESG What is ESG? ESG (Environmental, Social, and Governance) is an investment discipline focused on non-financial factors that investors have determined as being critical for a firm’s long-term performance. These factors focus on a variety of issues...
by dkelley | Oct 17, 2018 | blog
Bulls and bears can both point to different sets of data to make their case on the markets. Bulls can point to continued strength in the Leading-Coincident Indicator which shows no sign of a recession and a flattening, but not yet inverted, yield curve which has...
by dkelley | Oct 8, 2018 | blog
You are the parent? So What? The applications are in, standardized tests are complete and a college decision has been made. Time is racing as college acceptance notices soon lead to freshman move in day. Now all there is to do is buy dorm supplies and drop the kids...
