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Recent Updates

Sounders, Hoopfest and Our Mission to Serve

Investor Insights, June 15th, 2018   Five Things You Should Know Equity Markets – ended relatively flat after a big news week with the S&P 500 +0.01% and international markets (EFA) down...

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Invest Like a Woman

Investor Insights, June 8th, 2018   Five Things You Should Know Equity Markets – were positive across the globe this week with U.S. equities (S&P 500) up 1.68% and international equities (EAFE)...

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Yielding Results

Investor Insights, June 1st, 2018   Five Things You Should Know Equity Markets – were mixed in what was a volatile holiday shortened week with the S&P 500 up 0.49%, and international...

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Broken Toes, Babies and … Bond “Bubbles”

Investor Insights, May 25th, 2018   Five Things You Should Know Equity Markets – were mixed this week with U.S. stocks (S&P 500) up 0.30% while international stocks (EAFE) were down -1.56% ...

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Creating Prudent Retirement Plans

Investor Insights, May 18th, 2018   Five Things You Should Know  Equity Markets – dipped this week with U.S. stocks (S&P 500) down -0.56% and international stocks (EAFE) down -0.61% Fixed Income...

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What We’re Up To …

Investor Insights, May 11th, 2018   Five Things You Should Know Equity Markets – were positive this week with U.S. stocks (S&P 500) up 2.57% and international stocks (EAFE) up 1.18% Fixed...

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“What’s Best” is All About You

Investor Insights, May 4th, 2018   Five Thing You Should Know Equity Markets – rebounded nicely to end the week with the S&P only finishing down 0.2% and EAFE down -0.06% after...

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Pulling Back the Curtain on an Inconvenient Truth

Investor Insights, April 27th, 2018   Five Things You Should Know Equity Markets – were slightly down this week with U.S. stocks (S&P 500) down -0.01% and international stocks (EAFE) down -0.10%. ...

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Build a Portfolio You Can L.I.V.E. With

Investor Insights, April 20th, 2018   Five Things You Should Know   Equity Markets – were positive across the globe this week with U.S. stocks (S&P 500) up 0.40% while international stocks (EAFE)...

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The Perfect Storm

Investor Insights, April 13th, 2018   Five Things You Should Know Equity Markets – rebounded nicely this week with the S&P 500 up 2.09%, and the EAFE up 2.00%. Fixed Income Markets...

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