For hundreds of years, across all cultures and lifestyles, philanthropy has been an integral part of society, forging the way for great educational and art institutions, human service organizations, and many neighbors giving their communities an extra hand. Today, those who choose to give to charity do so in new ways and for a variety…
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s portfolio may…
We typically keep these newsletters light on technical details, but given the abundant news on yield curves we thought diving into this would help quell fears. The yield curve graph below shows the relationship between bond yields and bond maturity. Typically, investors require higher interest rates for longer maturity bonds. Back when we all visited…
The theory is simple enough: The more risk you are willing to assume, the higher the expected potential return. The challenges, though, are selecting an asset allocation that will provide the returns you require to meet your long-term financial goals and sticking to the allocation through up and down markets.
It’s not new information that cyber attacks occur frequently. We must be especially careful tokeep our private information truly private. In 2018, total cost for globally committed cybercrime was over $1 trillion dollars! What is an even more striking and useful number is that 95% of cybersecurity breaches are due to human error. If that’s…
One of the first things to check in a suspicious email message is the integrity of any embedded URLs. Oftentimes the URL (web address) in a phishing message will appear to be perfectly valid. However, if you hover your mouse over the top of the URL, you should see the actual hyperlinked address.
Total AdvisorCloud™ Virtual Desktop Infrastructure (TAC VDI) is a leading-edge,100% cloud-based network infrastructure technology delivered through a familiar desktop experience, enabling fully personalized virtual desktops for each McCarthy Grittinger employee, with all the security and simplicity of centralized management for our firm.
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.
Average total returns in the stock and bond markets are often cited in financial circles, perhaps giving lay investors the false impression that these returns are the norm. In reality, there have been very few years when either stock or bonds delivered returns that are even close to market averages.
With rising college costs, many parents are likely thinking about how best to prepare for their children’s future higher education expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue.
