• We help make
        work optional
  •   We help make
    work optional
  • We help make work optional

 

★ Featured blog post

Perspective on current market volatility: An investor test, not a market test

After years of abnormally and historic low market volatility that lulled many investors into believing (again!) that markets only go up, market fluctuations are now are providing a healthy reminder that market corrections are a normal part of investing. As long-term investor Warren Buffet once wisely said, “The stock market is a device to transfer wealth from the impatient to the patient.” Do you want to be in the panic group or the profit group? Investors need to make a rational and intentional choice, rather than letting emotions dictate outcomes.

★ Featured blog post

Q417 Quarterly Context video

What happened before markets started cooling in February? The bitcoin bubble... looks just like other bubbles. A new periodic table of returns design. Projected 10-year returns and risk. A visual of 229 years of returns, in return buckets. 401k fiduciary survey summary. That and more in the Q417 Quarterly Context video.

★ Featured blog post

Q4-2017/Year End Market Review

Another record low in volatility, more record highs in global stock markets, mixed records in global temperatures, a record number of natural disasters in the U.S., and many records associated with President Trump. Volatility (VIX Index) fell more than 20% in 2017, reaching an all-time low in November. Stock markets hit a number of record highs, adding trillions of dollars to global market capitalization. U.S. consumer confidence remained near a 17-year high and unemployment at a 17-year low. At the same time, geopolitical concerns, domestic political drama and other noteworthy news items littered the headlines but had little effect on investors' complacency.

Want to learn more?

Contact us