Global stock and bond markets hit a sustained patch of turbulence during the first half of 2018. After all the bouncing around, major equity indexes had mixed, subdued results with the S&P 500 logging a muted 2.65% total return and the Dow finishing down (0.82%). The All Country World Index (excluding the U.S.) was off (3.77%), and the U.S. ...Read More
For some, it’s hard enough to figure out where to go to dinner, let alone pick the right person to raise your kids or determine who to leave your prized possessions to in the event of your unexpected demise. Nonetheless, prudent estate planning requires tackling these as well as other tough, yet important decisions. Moreover, effective estate ...Read More
Following 2017’s remarkably smooth ride up, 2018’s tumultuous market action has investors once again on edge and reaching for a bottle of Dramamine. The market’s impressive start to the year suggested an encore performance might be in store as major equity averages sprinted to fresh all-time highs. However, by the end of January, investor ...Read More
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A Wallet in the Sock
by Steven M. Sheldon, CFA
A Wallet in the Sock (WITS™) will help you keep your wits about you! Steven M. Sheldon takes a personal anecdote involving his dad's unorthodox vacation planning techniques and turns it into a powerful, new metaphor for achieving financial security and peace of mind.