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Be well-informed.

We are committed to providing clients with timely information on investments, wealth planning and our community.

Be well-informed.

Investments

Incertitude
Incertitude
Jan 19, 2017
Economic Insight, Market Volatility, Bonds
Last year was full of surprises, the biggest being the election of Donald Trump as the next U.S. president.  While there are many unknowns regarding the “Trump effect,” it continues to push stock valuations higher. We are maintaining a “boring” position in our portfolios until there is more clarity.
assante life
assante life
Oct 19, 2016
Economic Insight, Market Volatility, Investment Portfolio
There are plenty of reasons to expect heightened market volatility throughout the remainder of 2016. Before selling your investments and heading for the hills, there is something to consider…
assante life
assante life
Sep 30, 2016
Economic Insight, Market Volatility
Most investors prefer to have some currency stability to aid longer term planning, but this does not appear to be in the cards for the foreseeable future.
assante life
assante life
Sep 21, 2016
Economic Insight, Market Volatility, Investment Portfolio
Interest rate expectations determine the price of bonds which affects your income and taxes. What’s our strategy when constructing portfolios in this low interest rate environment?