Publications, Insights & News

I’m not sure how you all are feeling, but it seems like 2019 is flying by. We have already reached the midpoint of summer and we hope all your vacations, BBQs and family celebrations are going well. While we will always encourage our clients to stay informed about the financial markets, it’s important to remember that our philosophy is to utilize goals-based investing so that our clients achieve the objectives identified in the financial planning process.

Over the past week we have seen an increase in volatility in the stock market and you may begin to see more reports in the media about prices going down. This update will give you a brief overview of current events and help you understand that this type of movement in the markets is normal.