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Three Topics to Cover During Your Annual Review Thumbnail

Three Topics to Cover During Your Annual Review

When you meet with your financial advisor for your year-end checkup, what should you ask? Should you just show up and listen to what your advisor tells you? Or should you come prepared with an agenda of your own? Use these three questions to judge your advisor’s performance and whether the advice you’re getting is in your best interest.

2019 Yearly Market Review Thumbnail

2019 Yearly Market Review

Stock markets in the U.S. and around the globe turned in a fantastic 2019, driven by U.S. equities, specifically large-cap U.S. equities. The major markets around the world put up some impressive numbers in 2019, with the MSCI EAFE Index just shy of a 20% return; the DJIA north of 20% and both the S&P 500 and NASDAQ up more than 30% on the year. And interestingly enough, most markets traded sideways from the April to September time frame but rose significantly to close out the year – a marked departure from the end of 2018.