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 | 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 | Jul 10, 2018 | blog
Global Asset Allocation Views – Q3 2018 Markets have continued their wild ride in 2018 with U.S. markets gaining steam with the help of small caps. Meanwhile, international markets have been damaged by political issues, the strengthening dollar, and...
by dkelley | May 23, 2018 | blog
Making Sense of Fixed Income Investing The following are recent events that have begun to impact the bond market: Increased volatility in equities after a subdued 2017 Tightening monetary policy after years of low interest rates Fiscal stimulus (tax cuts) near the end...
