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Quarterly Market Review Q3 2018

October 2018
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Quarterly Market Review Q2 2018

July 2018 2018- This report features world capital market performance and a timeline of events for the past quarter.
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Quarterly Market Review Q1 2018

May 2018 Q1- This report features world capital market performance and a timeline of events for the past quarter.
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Front Foot Advisor: E+R=O, a Formula for Success

April 2018 Investing is a long-term endeavor. Indeed, people will spend decades pursuing their financial goals. But being an investor can be complicated, challenging, frustrating, and sometimes frightening. This is exactly why, as David Booth says, it is important to have an investment philosophy you can stick with, one that can help you stay the course.
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How Diversification Impacts Investment Outcomes

April 2018 Research shows that a focus on small cap, low relative price, and high profitability stocks can increase expected returns.
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Tuning Out the Noise

April 2018 We believe that the right financial advisor plays a vital role in helping you understand what you can control while providing the expertise, perspective, and encouragement to keep you focused on your destination.
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Now and Then by Dave Goetsch

March 2018
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Transaction Advisory Services Brochure

New Year, New Market Highs

February 2018 Every day stocks have a positive expected return regardless of whether markets are at all-time high or not.
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Quarterly Market Review Q4 2017

January 2018 Q4 2017- This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
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Quarterly Market Review Q3 2017

January 2018 Q3 2017- This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
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To Bit or Not Bit: What Should Investors Make of Bitcoin Mania?

December 2017 Bitcoin and cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.
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Key Questions for the Long-Term Investor

November 2017 Trying to answer these questions may be intimidating, but know that you're not alone. Your financial advisor is here to help.
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Lessons for the Next Crisis

Lessons for the Next Crisis

November 2017 It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global crisis.
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