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2019 Q4 Quarterly Insights

2019: A Year for the Record Books

While 2018 was one of the worst years for diversified portfolios since the 1990s, 2019 was one of the best. A simple US 60% stocks/40% bond (60/40) portfolio had one of the best risk-adjusted returns since the 1960s. We are cautiously optimistic for 2020...

Market Update

The Markets

“Fascinatingly counterintuitive…”

That’s how Michael Arone, an investment strategist, described the U.S. market environment to Avi Salzman of Barron’s:

Market Update

The Markets

Stock and bond markets rallied.

Last week, major U.S. stock indices finished higher for the 10th time in 12 weeks. Bond markets moved higher, too, with the yield on 10-year Treasuries dropping just below 2.6 percent, reported Randall Forsyth of Barron’s. Yields on 10-year Treasuries haven’t been this low since January 2018.

Are Volatile Stock Markets Good for Investors?

When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue your long-term financial goals, there are two things to remember:

1. Historically, over long periods, stocks have tended to move higher.

Easy Ways to Financial Health

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.

Weekly Market Update

Is it a soft landing?

Weekly Update

The Markets

Investors were pleased with the Federal Reserve’s (Fed) new approach to its balance sheet.

2018 Tax Changes You Need to Know

As we draw closer to the last quarter of 2018, Americans are starting to think more about the changes to the U.S. tax code. Though the tax code has been tweaked in recent years, it’s been 27 years since the last major revision that took place under President Reagan.

Protecting Your Personal Data

In light of recent security breaches at Facebook and Yahoo, it’s vital that we do a better job ensuring that our personal data remains hidden from criminals and hackers. In fact, Facebook and Yahoo were just two of the over 1,500 data breaches that occurred in 2017.

Brexit's Impact on the Markets

This is a pretty good summary of Brexit's impact on the financial markets.

 

https://www.pimco.com/resources/video-library/media/brexit-initial-impact-and-the-road-ahead

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