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Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.
- January 2018 Q1 Investment Commentary - Below are a few investment themes discussed in the commentary: · Market Review - a bumpy start to the year as both equities and bonds struggled · Defining and Measuring Risk – we revisit how we define risk. Is your investment objective and risk tolerance in alignment? · Volatility =’s Opportunity – Volatility is a friend to the long-term investor. Are you taking advantage of it? · A New Cold War? – U.S. and China are jockeying for supremacy in the twenty-first century · SPIVA® Scorecard: Active vs. Passive – Active managers improved in 2017 versus passive index returns, but are still woeful longer-term. Do you have the right balance of active and passive funds in your portfolio?
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