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Entries for August 2016

19
Going for Gold: A Mid-Year Update
More than 10,000 athletes from 186 countries will battle for their respective medals. In exciting news for many sports enthusiasts, Rio 2016 is bringing back rugby and golf, which haven’t been seen in the summer games since the early 1900s. The stark contrast between these two sports exemplifies investors’ experiences with the markets in the first half of 2016. The first quarter was a bit like rugby – the market was thrown to the ground with a rough start to the year. It may have felt like your portfolio was being tackled, but by the end of the first quarter the market almost fully recovered. The second quarter was a bit more like the quiet game of golf – much more calm with the drama saved until the end with the Brexit decision in the UK jolting markets just before the quarter-end. Despite that volatility, markets bounced back in the final days of the quarter. As you can see in the illustration below, diversifiers such as alternatives helped to smooth out some of the volatility and boost portfolio returns. With the exception of international stock markets, most markets ended the quarter in positive territory.

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19
5 Strategies for a Winning Retirement Plan
You’ve worked hard and saved for the future. Now that retirement is right around the corner, spend time thinking about what you want your ideal future to look like. What are your values, priorities, and goals? Perhaps you want to travel the globe or buy a second home. Maybe you would like to fund higher education for your family’s next generation or make sure to leave a legacy for multiple generations. We believe individuals who formalize and document what’s important to them have a significantly higher likelihood of reaching their goals. Research demonstrates that what gets measured gets done.

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12
Monthly Market Update - July 2016
.S. markets rallied to new highs during July. The S&P 500 climbed 3.7% and U.S. small stocks surged 6.0%. International stocks had a great month, with developed international large stocks returning 5.1% and international small stocks up 6.1%. Emerging markets returned 5.0%. Bond returns were modest as the 10‐year Treasury yield remained stable, but TIPS returned 0.9%. REITs had another great month, up 4.6%, and commodities fell 5.1% primarily due to lower energy costs.

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11
Strategies for Successful Transition of Privately Held Family Business
The statistics are staggering: There are 17 million family businesses in the United States, representing 64 percent of the U.S. gross domestic product. However, less than a third of those family businesses survive into the second generation, and only 12 percent continue to be family controlled in the third one. This occurs despite estimates that family businesses are more successful than nonfamily businesses, earning on average a 6.65 percent higher return on assets. So, what is the best advice for family-business succession planning?

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05
If Portfolios Could Vote

This year’s election is shaping up to be one for the history books. Ever-changing social and economic issues, unconventional candidates, and citizens irritated by uncooperative politicians are all contributing to this hotly contested and widely covered election season. While the media blasts new headlines on a daily basis, investors are left wondering, “What does this mean for my portfolio?!” Following the evidence, we will take a closer look into whether either political party fosters a better climate for financial markets.

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