Best-Performing Asset Classes

July 6, 2022By Phil Clark, CPWA®,CFP®, CLU®

According to Yale University’s Crash Confidence Index, only about 27% of investors are confident the stock market will not crash sometime during the next six months.1 But if fear leads investors to avoid the entire investment class, they may limit their potential returns. For example, during the 20-year period ended December 31, 2018, stocks had Read the full article…

What is a Trust?

March 8, 2022By KrostWealth

A trust is a legal agreement between two parties: the trustee and the trustor (sometimes called the settlor or grantor). The trustor is the person who establishes the trust and transfers assets into it. The trustee is the person or entity responsible for managing those assets according to the trustor’s wishes. Often the trustor will also be the trustee, Read the full article…

Quarterly Client Letter – Q3 2021

November 12, 2021By Phil Clark, CPWA®,CFP®, CLU®

In this quarter’s letter, I keep thinking about the difference between familiar and normal. In so many areas of our lives, the normal has given way to the familiar. What was once not normal has become familiar, ie. wearing masks, schools and restaurants closing, hand-washing stations. Also, the opposite is true that what was once normal Read the full article…

KROST Wealth Monthly Economic Update: November 2021

November 9, 2021By Phil Clark, CPWA®,CFP®, CLU®

In this month’s recap: Stock prices notched solid gains as a strong start to the corporate earnings season fired up investors. Presented by Philip Clark, CPWA®,CFP®, CLU®, November 2021 U.S. Markets A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October. The Dow Jones Industrial Average advanced Read the full article…

KROST Wealth Monthly Economic Update: October 2021

October 11, 2021By Phil Clark, CPWA®,CFP®, CLU®

In this month’s recap: Stocks hit some turbulence, turning cautious amid slowing economic growth, and policy debate in Washington. Presented by Philip Clark, CFP®, CPWA®, October 2021 U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. Read the full article…