2019 Annual Market Review
Submitted by Wisdom Index, LLC on February 28th, 2020Please click below to review the world capital market performance for 2019.
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2019 Q3 Market Review
Submitted by Wisdom Index, LLC on October 14th, 2019Please click below to review the world capital market performance and a timeline of events for the 3rd Quarter of 2019.
2019 Q2 Market Review
Submitted by Wisdom Index, LLC on August 12th, 2019Please click below to review the world capital market performance and a timeline of events for the 2nd Quarter of 2019.
2019 Q1 Market Review
Submitted by Wisdom Index, LLC on May 14th, 2019Please click below to review the world capital market performance and a timeline of events for the 1st Quarter of 2019.
2018 Annual Market Review
Submitted by Wisdom Index, LLC on May 13th, 2019Please click below to review the world capital market performance and timeline for 2018.
2018 Q2 Market Review
Submitted by Wisdom Index, LLC on July 20th, 2018
Please click below to review the world capital market performance and a timeline of events for the 2nd Quarter of 2018.
2018 Q1 Market Review
Submitted by Wisdom Index, LLC on July 20th, 2018
As you are well aware, we experienced some "choppy waters" during the first quarter (please be sure to read Sailing with the Tides in the report). Just as rough waters are normal and should be expected on a lengthy sailing trip, the same is true of the capital markets.
In fact, the volatility inherent within the capital markets is indicative of real risk, which is a necessary requirement to earn the returns we all desire. The graphic above from our friends at Behavior Gap is a fitting reminder for us.
We count it a true privilege to help you navigate these waters.
Please let us know if there is anything we can do to serve you.
Protecting Your Personal Data
Submitted by Wisdom Index, LLC on July 20th, 2018In light of recent security breaches at Facebook and Yahoo, it’s vital that we do a better job ensuring that our personal data remains hidden from criminals and hackers. In fact, Facebook and Yahoo were just two of the over 1,500 data breaches that occurred in 2017.
2015 Q4 Market Overview
Submitted by Wisdom Index, LLC on January 8th, 2016This report features world capital market performance and a timeline of events for the 4th quarter of 2015.. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios.
Risk: Our Friend
Submitted by Wisdom Index, LLC on August 28th, 2015“Risk is your friend, not your enemy.”
I raced out of the office Friday afternoon to watch my son, Luke’s 8th grade football scrimmage. I was feeling worried that I might miss some of his game, while also reeling a bit after just witnessing the DOW close down 530 points.
