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The Portfolio Performance Report: Your “How Am I Doing?” View

By: Nancy Graham · January 18, 2018 - 0 comments

What do a good portfolio performance report and a sunny day have in common? The answer: You’re best off enjoying the light each one sheds, without getting burned or blinded by too much of either. In other words, a thoughtfully designed portfolio performance report should provide you with the information you need, without burying you in a big, fat data dump. 

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2017 Review

By: Raymond Kerzérho · January 17, 2018 - 0 comments

2017 was a standout year, with accelerating global growth and positive returns in the equities and fixed-income markets. Global GDP picked up speed, advancing from average growth of 2.5% in recent years to 3.0%. The unemployment rate continued its downward trend in most developed countries. 

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