WEEKLY QUOTE "Nature does nothing uselessly." - Aristotle WEEKLY TIP Many people plan for retirement without giving much thought to life expectancy. What if you live much longer than you... read more →
YTD Benchmark Returns through 9/30/2017 T-Bill 1-3mo (Cash): 0.56% Barclay’s Aggregate Bond Index: 3.14% Barclay’s Municipal Bond Index: 4.66% S&P 500: 14.24% Russell 2000: 10.94% MSCI EAFE (International Stocks): 19.96%... read more →
YTD Benchmark Returns through 6/30/2017 T-Bill 1-3mo (Cash): 0.30% Barclay’s Aggregate Bond Index: 2.27% Barclay’s Municipal Bond Index: 3.57% S&P 500: 9.34% Russell 2000: 4.99% MSCI EAFE (International Stocks): 13.81%... read more →
Benchmark Returns through 3/31/2017 T-Bill 1-3mo (Cash): 0.10% Barclay’s Aggregate Bond Index: 0.82% Barclay’s Municipal Bond Index: 1.58% S&P 500: 6.07% Russell 2000: 2.47% MSCI EAFE (International Stocks): 7.25% MSCI... read more →
Benchmark Returns through 12/31/2016 T-Bill 1 - 3mo (Cash): 0.26% Barclay’s Aggregate Bond Index: 2.65% Barclay’s Municipal Bond Index: 0.25 % S&P 500: 11.96 % Russell 2000: 21.31 % MSCI... read more →
Benchmark Returns through 9/30/2016 T-Bill 3-mo (Cash): 0.19% Barclay’s Aggregate Bond Index: 5.80% Barclay’s Municipal Bond Index: 4.01% S&P 500: 7.84% Russell 2000: 11.46% MSCI EAFE (International Stocks): 1.73 %... read more →
2016 Benchmark Returns through 6/30/2016 T-Bill 3-mo (Cash): 0.12% Barclay’s Aggregate Bond Index: 5.31% Barclay’s Municipal Bond Index: 4.33% S&P 500: 3.84% Russell 2000: 2.22% MSCI EAFE (International Stocks): (4.42%)... read more →
Benchmark Returns through 3/31/2016 T-Bill 3-mo (Cash): 0.07% Barclay’s Aggregate Bond Index: 3.03% Barclay’s Municipal Bond Index: 1.67% S&P 500: 1.35% Russell 2000: (1.52 %) MSCI EAFE (International Stocks): (3.01... read more →
Benchmark Returns through 12/31/2015 T-Bill 3-mo (Cash): 0.05% Barclay’s Aggregate Bond Index: 0.55% Barclay’s Municipal Bond Index: 3.30% S&P 500: 1.38% Russell 2000: (4.41)% MSCI EAFE (International Stocks): (5.68)% MSCI... read more →