Additional Reading

Additional Reading

Market Returns During an Election Year

We’re hearing this question frequently this year.  The simple answer (and only correct one) is “We don’t know”.  We do know that investors hate uncertainty, and that distaste is reflected in the recent volatile markets.   Given that this year’s election uncertainty is higher than normal, we believe it is fair to expect that market volatility will be higher than usual through the rest of the year..

Dimensional Fund Advisors (DFA) has recently researched historical returns during election periods.  Here are their conclusions:

Market Returns During an Election Year

Quarterly Newsletters

Every quarter, we publish a newsletter with our thoughts on the market, financial planning strategies and other topics.  Below are some of our newsletters.

To sign up for our quarterly newsletter to be delivered to your inbox, click here.


Quarterly Market Review

Please click below to access a review of the markets over the past quarter.

Second Quarter 2016

First Quarter 2016

Fourth Quarter 2015

Third Quarter 2015

Second Quarter 2015



Form ADV Part 2

Form ADV is divided into two parts. The first part discloses specific information about a Registered Investment Advisor that is important to regulators (name, number of employees, form of the organization, nature of the business, etc.). The second part acts as a disclosure document for clients of the business and includes information such as services provided and fees levied, whether the investment advisor acts as a broker-dealer and transacts securities, and so on.

Our current Form ADV Part 2


The Seven Roles of an Advisor

Financial Advisors wear several hats and it is important to look for an advisor that can wear all of them.  In this article, Jim Parker of Dimensional Fund Advisors covers the essential skill sets of a good financial advisor.

The Seven Roles of an Advisor



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