• Hannah Boundy

2018: A Year in Review

We began 2018 with a look at the markets, noting how far into the economic expansion we were and questioning whether or not the markets were overvalued. We also took a look at cryptocurrencies – how they work and whether or not they were a good investments. And in February we hosted our annual Investor Conference with record turnout. Topics at the conference included a review of updates to the tax code, insights on recent market turmoil, and how to have helpful conversations about money with your loved ones.

Throughout the year we kept an eye on rising rates and kept you informed on Federal Reserve sentiment. We commented on how rising yields might be painful in the short-run, but can be good for bond investors over the long haul. In March, we explained the recent Federal Reserve announcement and how increasing rates are one of the tools the Fed uses to manage inflation. We followed that up with an explanation of why we still believe that bonds are an important part of any portfolio.

In the spring we gave an update on the fiduciary rule and why it’s so important to hold your financial advisor to a high standard of care. We also offered our thoughts on the importance of having a living trust set up to make sure that your assets are taken care of in the event that you become incapable of making smart decisions on your own. Then, in June, we hosted another Give Back Day at the Children’s Hunger Fund where we where we spent the morning packing food packs for children in need with some of our favorite clients.

We headed into the fall with our annual Client Appreciation Dodgers Game where we cheered on the boys in blue with over 100 clients in attendance. Not only were we incredible appreciative of our clients, but we wanted to make sure they were being taken care of so we offered up some valuable tools for enhancing their security. We gave them the 4-1-1 on using two-factor authentication to secure their Schwab accounts and some tips for not getting hoodwinked by phishing scams.

As the year came to a close we offered our thoughts on what to do when you inherit property and what will happen to your things after you’re gone. We also looked at what was causing the increase in volatility in the markets and how to stay the course when things get rough.

As we look ahead to 2019 and brace for an evolving market environment, we remain committed to providing you with the insights and tools necessary to help you make the best choices with regards to your investments and your financial future. We continue to be grateful for the opportunity to work alongside you as you pursue your goals and hope you’ll let us know if there’s anything we can be doing to better serve you.


DISCLOSURE Information on this website and others should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss. The materials and content herein are not a substitute for obtaining professional tax, personal financial planning, or other relevant financial advice from a qualified person or firm. For full disclosure click on the disclosure link at the bottom.

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