Ready or not, 2018 is here. Last year brought excellent returns to the capital markets. Many of the global economies are growing and capital market asset prices are at new highs. Want to know more? Download our 4th quarter market update to read all about it.
One of the most overlooked, but arguably most important, aspects of reviewing an investment is the associated extraneous fees and expenses. Although they may seem unnecessary, and possibly even irritating, upon the onset of purchasing of an investment, they should be a contributing factor in your decision of whether or not you should invest.
The third quarter (Q3) of 2017 has come to a close. We hope that you find this information helpful in evaluating your financial goals & objectives. As always, please contact us if you have any questions about the returns of the capital markets or your own individual portfolio. We appreciate your business.