The first quarter of 2019 was distinguished by a market rebound after a turbulent decline at the end of 2018. Through the first three months of the year equities continued to climb as the government shutdown ended and the Federal Reserve lessened their forecast for interest rate hikes. Despite the strong quarter, the possibility of volatility is always present. This further supports the importance of maintaining a financial plan and preserving your asset allocation regardless of market impact.
We are pleased to present you with the First Quarter Market Review. The linked report details the performance of the various stock and bond asset classes and shows the effect of a diversified portfolio maintained over a longer period of time.
Regulatory Brochure
Our annual update to our regulatory brochure is now available. Please let us know if you would like us to send you a copy for your records.
As always, please reach out with any questions.
