by dkelley | Jan 12, 2018 | blog
Global Asset Allocation Views – Q1 2018 Last year turned out a lot quieter than many pundits had expected going into the year. The markets brushed off any potential geopolitical turmoil surrounding North Korea, Brexit, and trade wars with China. There were only...
by dkelley | Jan 5, 2018 | blog
Managing Risk and not Returns As global equity markets continue to hit all-time highs, clients, family, and friends tend to ask the question: How is the market doing? This previous question only touches on the return factor in investment management as individuals...
by dkelley | Dec 7, 2017 | blog
Winter Winds with no HealthCare Breeze…Are you Ready for it? Every winter, consumers using the Affordable Health Care Exchange are asked to choose their healthcare benefits for the following calendar year. November 1 began the 6 week open enrollment window that ends...
by dkelley | Nov 6, 2017 | blog
The October 7th-13th cover of The Economist led with the phrases “The bull market in everything” and “Are asset prices too high?” The main article mentioned potential bubbles in equities (at an all-time high), fixed income (boosted by easy monetary policy), real...
by dkelley | Jun 28, 2016 | blog
Several of the people in our office have college-age children as do our clients, so conversations around topics to prepare us for when our children enter the work force full-time occur frequently. In general, we find that the young people want to be independent and...
