At the conclusion of each quarter, Steve summarizes the ins-and-outs of the markets and economy that matter to long-term investors. Here’s a short excerpt:
Q3 Market Update
Third quarter continued the year’s steady march upwards with low volatility and consistent gains. The Wilshire 5000 Stock Index added 4.44% while the Barclays Aggregate Bond Index added a steady 0.74%. This moves stock returns to over 12% for the year and the aggregate bond market over 3%…
To read the Q3 Market Update in its entirety, please click here.
Recent Articles
Income Planning
Unlocking the Mystery of Income Taxes
Income Planning
Social Security Strategy: Do You Have One?
Income Planning
Pension Decision: Just One Critical Piece of Information Is Needed to Decide
Estate Planning
Retirement Blueprint: Building Your Fiscal House on Solid Ground
Investment Management
