Market commentary – july 2018

Stock Markets Returns from various stock market indices over several periods ending June 30, 2018 are shown to the right.  Here are a few highlights: Domestic stocks continue to lead the way. REITs were up nicely for the quarter, but non-domestic stocks were down.  Due to political turmoil and the specter of a trade war, […]

Curious what a comprehensive financial plan looks like?
Enter your email to receive a sample plan we create for prospective clients.