Blog
Market Commentary – June 2019
As of June 26th, all the major indices were up for the year-to-date (YTD), but while Q1 was overwhelmingly positive for all the asset classes,…
Market Commentary – March 2019
What a rollercoaster ride! After dropping nearly 20% from early October to Christmas Eve, the S&P 500 stock market average has dramatically rebounded in the…
Weathering Market Turbulence
By Irina Pack On a particularly stormy morning (Tuesday, Dec. 18th to be exact) here in Eugene, as the rain poured heavily and the strong…
Market Commentary – December 2018
Navigating the Rapids Our goal with investing for our clients is to help them arrive safely at their destinations in life. It’s a bit like…
The Great Generational Transfer of Wealth
America is in the midst of the largest transfer of wealth in its entire history. Over the next decade or so trillions of dollars will…
Market Commentary – August 2018
Year to date, US stocks (S & P 500) are up a little under 7%, Real Estate Investment Trusts are up 1%, while US bonds…
Identity Compromised?
If you or someone you know has become a victim of identity theft, here are a few steps which should be taken immediately: Check for…
Market Commentary – June 2018
Unlike the calm market conditions of 2017, 2018 has so far presented a tough, volatile market landscape. The volatility index (VIX), surged about 80% during…
Market Commentary – March 2018
The U.S. stock market reached new highs to close out 2017. The S&P 500 stock index was up over 21% last year and already another…
