Eton Advisors

Eton Advisors

A new standard of wealth management for prosperous families.

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Home » Newsletter

Eton Advisors Newsletter – October 2019

On Oct 1, 2019 In Newsletter

2019: A Year of Both Risk and Return? Both stocks and bonds enjoyed positive returns in the Third Quarter 2019, adding to already-impressive performance from the first half of the year. Year-to-date, the S&P 500 has returned a whopping +20.6%, while the Barclays Aggregate index of U.S. investment-grade bonds has produced an equally impressive return

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Eton Advisors Newsletter – July 2019

On Jul 1, 2019 In Newsletter

Will the Fed Disappoint? Stocks and bonds delivered spectacular performance in the first six months of 2019. The S&P index of large-cap U.S. stocks returned 18.5% for the year through June 30, while the Barclays Aggregate index of investment-grade bonds delivered an equally impressive 6.1% return. Small cap stocks, foreign equities, publicly traded REITs, MLPs,

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Eton Advisors Newsletter – April 2019

On Apr 1, 2019 In Newsletter

A Pause or a U-Turn? Financial markets were exceptionally strong in the first quarter of 2019. Nearly all major asset classes posted returns so positive that they virtually wiped out losses from the difficult fourth quarter of 2018. While we are certainly happy to have experienced such strong performance in Q1, we cannot help but

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Categories

  • Goals-based Investing
  • Economic Outlook

Our Updates

Click on the above categories to filter the content. ‘Goals-based Investing’ gives some background on our philosophy.

About Us

Eton Advisors is an independently managed investment advisory firm serving affluent families across North America.

Eton utilizes as goals-based framework to provide a full suite of integrated advice designed to fulfil the family’s needs, priorities, and aspirations in a multi-generational context.

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Address

Eton Advisors Group, LLC
5915 Farrington Road, Suite 202
Chapel Hill, NC 27517

P: (919) 442.1550
F: (919) 442.1530

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