The Power of Markets

The collective knowledge of buyers and sellers helps investors harness the power of financial markets.

The Belichick/Patriots Approach to Tax Planning

Monday, 19 November 2018 Dennis Doble

With the Patriots in full swing, we thought this would provide an interesting way to frame tax planning.

The Belichick/Patriots Approach to Tax Planning

With Belichick at the helm, I always think that his process is his most valuable commodity. The Pats get off to slow starts quite often in my eyes, but their September team is often completely different from their December (and beyond team). They show progress and are constantly innovating. It’s great to think of your tax planning in a similar fashion. This year’s long-term plan could be affected by new legislation, newfound wealth, new transitions, etc.

3rd Quarter 2018

QUARTERLY MARKET REVIEW

3rd Quarter 2018

Overview:

Market Summary
World Stock Market Performance
World Asset Classes
US Stocks
International Developed Stocks
Emerging Markets Stocks
Select Country Performance
Select Currency Performance vs. US Dollar
Real Estate Investment Trusts (REITs)
Commodities
Fixed Income
Impact of Diversification
Quarterly Topic: Total Cost of Fund Ownership

Helping Your Children Become Financially Responsible Grown-Ups

Wednesday, 12 September 2018 Dennis Doble

We want the best for our children. As the recent father of a newborn Madelyn, I can only imagine the stuff I will do in the short- and long-term so that she (and sister Shelby) can enjoy the best in life.

Helping Your Children Become Financially Responsible Grown-Ups

We want the best for our children. As the recent father of a newborn Madelyn, I can only imagine the stuff I will do in the short- and long-term so that she (and sister Shelby) can enjoy the best in life. We invest our time and love, and we also impart our knowledge. Through us, they learn about the world, values, and how to handle their money. In fact, studies show children’s money habits can be set by the tender age of 7.

2nd Quarter 2018

QUARTERLY MARKET REVIEW

2nd Quarter 2018

Overview:

Market Summary
World Stock Market Performance
World Asset Classes
US Stocks
International Developed Stocks
Emerging Markets Stocks
Select Country Performance
Select Currency Performance vs. US Dollar
Real Estate Investment Trusts (REITs)
Commodities
Fixed Income
Impact of Diversification
Quarterly Topic: E+R=O, a Formula for Success

Tuning Out The Noise

The right financial advisor can play a vital role in helping you tune out the media noise and focus on actions that can improve your investment outcome.

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