Entries by casey

Common Investment Pitfalls and How to Avoid Them

Only about 17% of American workers say they are “very confident” they will have enough money to live comfortably throughout retirement. (1) To help reduce such uncertainty in your life, consider these five common investment pitfalls — and how you might avoid them. Mistake #1: Waiting to Maximize Your Contributions The sooner you start contributing the […]

December 2019 Client Letter

December 3, 2019 Dear Valued Investor: Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors. One year ago after publishing Outlook 2019 we were all tested with market volatility, and that’s a reminder that we need to continue to be prepared for uncertainty […]

November 2019 Client Letter

November 7, 2019 Dear Valued Investor: Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than tricks and helped the stock markets reach new highs. Those new highs may be causing you to feel a […]

October 2019 Client Letter

October 3, 2019 Dear Valued Investor: Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we expect to see regular—but normal— bouts of volatility as we progress through […]

September 2019 Client Letter

September 4, 2019 Dear Valued Investor: The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately three percent in August as trade concerns pressured investor sentiment around the […]