by Admin | Apr 8, 2021 | Uncategorized
How Diversification Helped Your Portfolio This Year The performance of equity and bond markets in the first quarter of 2021 has been as close to opposite of the start of 2020 as it gets. A year ago, stock markets had dropped as lockdown began, with the sole source of...
by Admin | Feb 11, 2021 | Uncategorized
Althea Trevor, CFA Head of Equity Portfolio Strategists and Vice President Dimensional Funds PERSPECTIVES – February 11, 2021 GameStop has been front and center in the financial news on account of the stock’s significant price volatility over a few...
by Admin | Jan 25, 2021 | Uncategorized
The Year 2020 in 4 Charts The conclusion of 2020 left each of us experiencing a combination of change, adjustment, loss or struggle. However good or bad (or some roller-coaster variation of both), the year saw pockets of positivity and noteworthy change that reminded...
by Admin | Oct 30, 2020 | Uncategorized
Title: 4 Financial Planning Topics for Year-End 2020 It is probably an understatement to call this year unusual, and that extends to the financial planning topics that our advisors are focused on heading into the end of 2020. We have divided the items in this article...
by Admin | Jul 8, 2020 | Uncategorized
Perspective on the Second Quarter  Throughout the second quarter of 2020, we have begun to see the expected impact of the coronavirus on U.S. and world economies. Some areas are reopening, while others remain hot spots with record daily cases of the virus being...
