Portfolio Review – 2Q2019

Portfolio Review – 2Q2019

The Market We’ve written before about the importance of “staying the course” with investing and how it is often easier said than done.  This past quarter is a clear reminder that investor behavior could be your own worst enemy.  We invite you to read about it, here....
Portfolio Review – 1Q2019

Portfolio Review – 1Q2019

The Market What a surprise for investors in the first quarter with markets up more than 8%. With the market in a complete funk at the end of 2018, we received a strong reminder this quarter why it is advisable to not make significant asset allocation changes based on...