A Year of Surprises The markets overcame their worst start ever to a year and finished 2016 with a gain of 9.5% on the S&P 500 index. The DOW almost touched 20,000 before finally ending the year at 19,780. It was a year marked by surprises and punctuated by the election in which Donald Trump’s […]

A high performing portfolio has a dual mandate to generate growth and minimize setbacks at the same time. A high performing portfolio strikes a balance that reflects the natural condition of the overall economy and has suitable diversification so that at least some investments within the portfolio will flourish given whatever circumstances occur. To create […]