Quarterly Market Review

Month: July 2013

July 30, 2013  |  

Quarterly Market Review

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stocks and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter. […]

July 24, 2013  |  

Retirement Plans for Small Businesses

If you’re self-employed or own a small business, a retirement plan can help you and your employees save for the future and at the same time have significant tax advantages such as: – Your contributions are deductible when made – Your contributions aren’t taxed to an employee until distributed from the plan – Money in the […]


July 18, 2013  |  

Second Guessing

In this post, Jim Parker of DFA discusses monetary policy and how long-term investors should view the recent news by Fed Chairman Ben Bernanke. Markets recently have had a rocky time as investors in aggregate reassess prospects for monetary policy stimulus in the US. Is this something to worry about? The world’s most closely watched […]