Investment Update – Q1

Shanele Stoll Market Update

2018 – Recap At the beginning of last year (2018), we compared the market in 2017 similar to the climb to the top of a rollercoaster. People were excited, it was a slow and steady climb, and there was not much in the way of surprises. We all have been on a roller coaster, and we know what had to happen next. The markets in 2018 were filled with steep declines and subsequent recoveries. Investors were nervous about what was …

How do headlines affect your portfolio? Your Midyear Investment Update

jerrodferguson Market Update

Each summer, we provide a Midyear Investment Update because we believe in not only preparing for life’s uncertainties but also anticipating them before they occur. Here are some fresh financial perspectives backed by decades of expertise and focused on peace of mind.   Real News Vs. Fake News In recent months, news headlines have been heating up, and some investors are questioning the volatility of U.S. and international markets. Amid this concern, our investment advice remains steady: Maintain a healthy …