• Markets | Quarterly Update |

    Stock & Bond Markets Q3 2018

    The presentation below features quarterly and annual performance of the global equity and fixed income markets. The return data has been updated through Quarter 3 of 2018.

    continue reading
  • Taxes |

    Lower Taxes With Simplicity in Retirement

    This week there are two articles on lower taxes in retirement that I will link to… Lower Taxes with Simplicity The first addresses a topic that is often overlooked when families invest their money…that topic is simplicity. In this article, financial blogger Ben Carlson, addresses the desire – or need – to make investing complex specifically for families with higher …

    continue reading