Up one day and down the next. The market is constantly moving and focusing on these daily fluctuations can raise many questions in your mind. Will your portfolio help you meet your long-term goals amid the market ups and downs? What if you are taking withdrawals from...
2021 was a banner year for market growth. That’s great for your investments! So why are we talking about rebalancing? Now you can sit back and watch your portfolio grow, right? Just as important as establishing your risk level is the need to monitor your portfolio...
Fourth Quarter Report: Global Economies and Markets Q4 2021 Market Review and Look Ahead 2021 could be described as a year of substantial change. A new president took office, a $1.9T Covid-19 relief package was passed in March, vaccinations became widely available,...
Global Economies and Markets Many positive steps have occurred. Many remain. Q3 market review: the third quarter of 2021 was a further extension of the previous quarter’s economic recovery, though the unfortunate emergence of the coronavirus Delta variant is creating...
Global Economies and Market Update The first quarter of 2021 was characterized by transition. Businesses slowly resumed reopening as restrictions eased. The COVID-19 vaccine rollout has been ongoing and, as of the end of March, has reached an estimated 150m doses...
