Insights
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Summer 2022 Client Update
Here’s some more detail on the down market that you’ve probably been hearing about. Through June 30, 2022, the total returns of large cap equity indexes in the U.S., Europe, and emerging markets were down -19.9%[1], -18.9%[2], and -14.9%[3], respectively.
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Client Update Spring 2021
Dear Clients and Friends, I hope this letter finds you and your family healthy and doing well. As the uncertainty caused by the pandemic and other factors continues, I wanted to keep you updated on our latest thinking.
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Does an IRA Really Perform Better than a Brokerage Account?
We all know an IRA account is better than a brokerage account over the long-term (10+ years), but how much better? I ran the numbers and here is the result: The same investments in an IRA or 401(k) account will result in