by Charlie Dear | Apr 3, 2017 | BLOG
The new administration has ushered in the promise of economic stimulus through infrastructure spending, and tax and trade reform. As a result, the U.S. stock market has gained roughly 10% from the election through the end of March 2017. Yet, despite the...
by Charlie Dear | Apr 3, 2017 | BLOG
As I write this note President Trump and the president of China, Xi Jinping, are preparing to meet at Mar-a-Lago on April 6th and 7th. This is on my mind not just because we continue to recommend an appropriate allocation to Asia for those who are investing for...
by Charlie Dear | Nov 9, 2016 | BLOG
This morning I came across a wonderful article on the CNBC personal financial planning website, written by staff member Tom Anderson, on the subject of building wealth in a 401(k) plan. The title is,“Get a 654 percent return by sticking with your 401(k)” Here...
by Charlie Dear | Oct 28, 2016 | BLOG
Markets The MSCI Emerging Markets Index (MSCI EMI) has gained +15.19% year-to-date through 10/07/2016. This is more than double the +7.16% in the S&P 500 Index over the same period. While impressive, the strength in emerging markets performance...
by Charlie Dear | Jul 12, 2016 | BLOG
The Brexit vote ushered in a huge spike in volatility, and knocked the market back to “correction” territory for the second time this year. Although it is never comfortable to experience a sudden market retreat, it is very helpful to embrace the “stress test” by...
by Charlie Dear | Apr 6, 2016 | BLOG
Saving and Budgeting It is retirement funding season, and a good time to examine our savings habits and methodologies. There is no question that the average saver is struggling to put aside the amount of capital necessary to provide for a comfortable retirement, and...
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