Managing Volatility Through Diversification

September 15, 2019By Bethany W

Shelley Schexnayder, Communications, Senior Advisor at 1st Global It’s impossible to time the market perfectly or completely avoid market fluctuations, and every year, there is significant rotation on which of the asset classes at right perform well or poorly. So how can long-term investors not only endure market fluctuations but plan for them in their … Read More

Quarterly Client Letter – Q3 2019

July 30, 2019By Bethany W

The US-China Trade Deal, Student Loan Debt, and Other News from the Last Quarter. The second quarter of 2019 ended with a 3.8% gain of the S&P 500, 2.59% for DJIA and 3.58% Nasdaq. This year, the S&P500 has returned 17.35% with the DJIA +14.03% and Nasdaq +20.66%.7,8,9 On my screen, almost everything has made … Read More