Wealth Management Articles

Global Market Commentary January 2021

Global Market Commentary January 2021

Global equities started the New Year strong, but then faltered by month's end. As of January 21, the MSCI All-Country World Index was up 3.75% for the month and making new all-time highs -- but then sold off and finished the month down 0.45%. In the U.S., the S&P...

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Global Market Commentary December 2020

Global Market Commentary December 2020

A chaotic 2020 came to a close with global equities climbing 4.64% in December. They ended the year up 16.25%, as the MSCI All-Country World Index (ACWI) finished at an all-time high. The three US bellwethers ā€” the S&P 500, Dow Jones, and Nasdaq ā€” also closed the...

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Global Market Commentary November 2020

Global Market Commentary November 2020

Global equities just experienced a November to remember: The MSCI All-Country World Index (ACWI) jumped 12.33% to record its best month since the index launched back in 1969, as investors rode a wave of upbeat news about impending COVID-19 vaccines. Two U.S....

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Global Market Commentary October 2020

Global Market Commentary October 2020

Earlier hopes for both a vaccine and U.S. stimulus finally faded in October, as investors became frustrated with the lack of progress on both fronts. Global equities sold off, with the MSCI All-Country World Index (ACWI) falling 2.43%. In the U.S., the bellwether...

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Avoiding Bad Financial Decisions

Avoiding Bad Financial Decisions

Managing finances properly is mainly common sense. While weā€™ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are...

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Why Diversifying Your Portfolio is Important

Why Diversifying Your Portfolio is Important

If youā€™re a beginning investor, itā€™s likely youā€™re concentrating on building your portfolio. But as important as it is to build that portfolio, you should also ensure that itā€™s diversified. Why is a diversified portfolio so important? There are three key reasons why...

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Itā€™s Never Too Late to Save

Itā€™s Never Too Late to Save

Retirement can sneak up on you. At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever, but now you can admit that the thought of retiring has its benefits. Perhaps youā€™ve found yourself...

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