Families

Summary: Fourth Quarter 2018
Recognizing the importance of investor psychology in navigating tough markets.
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Market Recap – Economic and Geopolitical Concerns
In a nutshell:  The past year will be remembered as a year in which nearly every major asset class and...
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Market Outlook – Improved Valuations Increase Expectations
In a nutshell:  Despite reasonably strong earnings, weakness in global equities drove an improvement in valuations and hence our long-term equity...
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On the Horizon: Will We or Won’t
The large question is, will the U.S. or global economy slow or even experience a recession?
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A Deeper Dive: Are We Heading Towards
Trying to forecast recessions is akin to timing the market and not something we think investors should focus on.
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Summary: Fourth Quarter 2018
Recognizing the importance of investor psychology in navigating tough markets.
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Market Outlook – Broad U.S. Markets Remain
Bond valuations and future expectations have improved marginally as yields have crept higher.
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Market Recap – U.S. Leads Global Markets
Despite large gains in U.S. markets, full-year global market returns remained relatively modest.
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A Deeper Dive: When does 8 =
Given the impact we all know inflation can have on the prices of the things we want to buy, it
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