Key Takeaways from a Year of Surprises
Looking back, 2017 reinforced a key lesson for investors: While one can realistically gauge the prospects for long-term returns, markets often behave unpredictably in the short run. Fortunately, 2017 was a year of upside surprises—though it also reminds us of the need to prepare for a wide range of scenarios.
Broaden Your Horizons
Stock returns this year show that non-US investing has become a popular destination. Yet allocating between US and international equities should hinge on a longer-term rationale, and we believe the case for international investing remains compelling.
REDUCED SPEED AHEAD
The markets surged in 2017, but our outlook for 2018 is cautiously optimistic that the rally may continue.
THE CASE FOR INTEGRATED WEALTH MANAGEMENT
There’s a dizzying array of firms and people providing wealth-management services, yet to most investors, they all look the same—because most of them do indeed share a common approach: They outsource the investment management of client portfolios to other firms.
March CMO: Risk Finally Returns
After an unusually long period of steady positive performance and no dips of even 5%, volatility came roaring to life in early February on the heels of inflationary fears. Now as the markets have settled a bit from the early month turbulence, investors are left wondering what’s in store for the near term.