performance

Financial advisors for high net worth investors focusing on investment management

Does Investment Diversification Matter Anymore?

Investors can be excused for believing that the benefits of diversification no longer matter, as fewer stocks move stock market indexes higher. Does investment diversification matter anymore? This newsletter tests that theory and looks at investment performance in 2023.

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Investment Returns 2021

2021 Investment Returns Review

How did different types of investments perform in 2021, and what’s ahead of 2022? In this month’s newsletter we review the investment returns for 2022 and provide some thoughts on what may or may not work in 2022.

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Do You Panic About Investment Performance?

We have been attending a conference in Dallas over the past week.  After leaving the hotel, we started hearing that many gas stations throughout the city and suburbs were actually out of gas.  Due to the rising prices caused from the destruction that Hurricane Harvey had on the Houston community and two oil refineries there,…

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