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,
Eton Advisors Newsletter – April 2019
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
Q4 2013
Integrative Wealth Management: Our View Over the past half-century, our American health care system has evolved from a model dominated by general practitioners— physicians treating a geographically concentrated group of patients across a wide range of ailments—to one dominated by specialists, each of which treats an ever-growing number of patients with a progressively narrower set
Q3 2013
Sticking to Your Investment Diet Government statistics tell us that more than one-third of Americans are obese1, a fact that is affirmed by television, radio, and magazine advertisements promoting an endless variety of diets and weight-loss plans. These range from well-reasoned and medically sound approaches to the latest fad diet or celebrity-endorsed regimen. All have
Q2 2013
I-Harmony: Marrying Investment Goals and Assets The goals-based approach to investing seeks to maximize the probability of achieving each investor’s unique financial goals. This framework recognizes that certain goals have a higher priority than others, and that higher priority goals should be funded with portfolios exhibiting less variability or uncertainty in their future outcomes. In
