Welcome
“Diligence is the mother of good luck.” ― Ben Franklin.
With an incredible first quarter following one of the worst Decembers in history, plus the unanticipated large-scale decline in interest rates, we are excited to see what the rest of 2019 has in store. Regardless, we remain diligent in trusting our evidence-based investment philosophy.
Unfortunately, investors who try to predict and time the market are frequently disappointed. As the excerpt from
27 Principles Every Investor Should Know (below) explains, average returns can be very misleading and aren’t a good indicator of future performance. Next, Katie Keary discusses simple, straightforward tips for becoming more financially engaged in a short video clip that proves small steps can turn into big wins. The third piece provides advice on how to have family financial conversations that are productive and stress-free. Lastly, discover the top destinations that you should visit this year. Whether they boast historical significance, natural beauty or once-in-a-lifetime celebrations, these places are worth adding to your 2019 travel list.
Whatever the market has in store for 2019, remain diligent in your financial plan and trust the process. Wishing you a wonderful spring and a prosperous summer.
Best,
Maureen McShane