Keep Calm & Remain Diversified
https://www.amgfunds.com/content/dam/amgfunds/LandingPages/KeepCalm/per_keepcalm_per029.pdf
Russell Investments 2018 Q3 Executuve Summary
https://landmarkwealthmgmt.com/wp-content/uploads/2018/07/Russell-Investments-Q3-2018-executive-summary.pdf
2018 Outlook for Q3 from Morningstar
https://landmarkwealthmgmt.com/wp-content/uploads/2018/07/Morningstar-Market-Outlook-for-3Q-2018.pdf
2018 outlook update for Q2 from Russell Investments
https://russellinvestments.com/-/media/files/us/insights/corporate/2018-global-outlook-second-quarter-update.pdf
Market Valuations
Market valuation metrics are important in setting expectations for returns and for providing us a guide for where we have been. Valuation metrics attempt to quantify (basically assign a number we can use for comparisons) how over or under valued a market might be. Let’s start by discussing these points: The stock market is considered…
Let’s Fix your 401k
It’s time to improve your 401(k) by ditching your Target Date Fund and utilizing some other lesser known tools in your 401(k). Everyone is familiar with 401(k) and 403(b) plan by now. They have essentially replaced defined-benefit plans in the American retirement landscape. Most people take a set-it and forget it attitude towards these accounts,…
The Reality Of The DOL Fiduciary Rule
I rarely write opinion pieces. I’m not sure why to be honest, but I prefer to stick to facts, figures, and strategies. Opinion pieces are far more grey, rather than clear cut “dollars and cents” type stuff. Last month the Department of Labor Fiduciary Rule was supposed to go into effect. I’m both infuriated and…
