Monthly Archives: December 2018

Special Client Edition – Year-End 2018

“Wild Week Leaves Investors Reeling” is the front-page headline of today’s Wall Street Journal. After remarking on the week’s “sharp plunges and euphoric rises,” it goes on to rhetorically ask: “What is behind the remarkably sudden swings in the market?” … Continue reading →

Carefully Considering Ownership Costs

Costs matter. Whether you’re buying a car or selecting investments for your portfolio, the costs you expect to pay are likely an important factor in making a financial decision. People rely on different sources of information to make informed decisions. … Continue reading →