Quarter End Summary – Q1 2022

What Is the Market Telling Us About Inflation and Interest Rates? The financial press and client conversations this quarter have been focused on Federal Reserve rate hikes, inflation and higher interest rates, and it is worthwhile for investors to try to better...

Dimensional adds ETFs to their Portfolio

You may have noticed that on Friday, June 11, 2021 Dimensional Fund Advisors converted a few of their mutual funds into Exchange Traded Funds, or ETFs. Because many of our allocations hold these funds, I wanted to explain why these changes are beginning to take place...

Global Market Volatility Update

The global financial markets began this week with a sell-off with global equities down more than 7% midday following large declines in oil prices and continued concerns about containing the community spread of the coronavirus.1 We realize it can be distressing to see...

3rd Quarter 2019 – Quarter Summary

3rd Quarter 2019 – Quarter Summary October 22, 2019 3rd Quarter Market Summary Over the past quarter, a flurry of international events dominated headlines, and in parallel, the global equity markets have experienced volatility without much direction. The global trade...

2nd Quarter 2019 – Quarter Summary

2nd Quarter 2019 – Quarter Summary July 8, 2019 Long before Dear Abby first appeared in the San Francisco Chronicle in 1956, we have been seeking the advice of others. The Athenian Mercury, considered by many to have published the first modern advice column, put...