Month: August 2018

Monthly Newsletter – August 2018

Our August newsletter covers some relevant and timely topics we hope you find value reading.  Below you will find articles that cover the 3 biggest risks in global investing today & how to avoid them, the case for electric vehicle investment, one of the biggest retirement planning mistakes, and Pacific Asset Management’s latest monthly commentary:

3 Biggest Risks in Global Investing Today & How to Avoid Them (Barrons)

The world looks a lot different than it did a year ago.

In 2017, it was zipping along: Every major economy was growing, global markets were charging higher, and just about every asset class was rising in value. But by this spring, the smooth sailing had given way to choppy waters, and a sea of new developments has left investors looking for direction.

To read the full article, click here

The Bullish Case for Electric Vehicle Investment (thisismoney)

Continued decline in battery costs + evolving consumer preferences & increasingly environmentally-focused policy are positive catalysts

To read the full article, click here

One of the Biggest — and Often Costliest — Retirement Mistakes Investors are Making Today (CNBC)

Target-date funds are all the rage among retirement investors, making it easy to spread money among stocks and bonds and to rebalance as conditions change. Total assets in this sector topped $1.1 trillion at the end of 2017, up from $158 billion at the end of 2008, according to Morningstar.

But is this too much of a good thing?

To read the full article, click here


Our partners at Pacific Asset Management share their latest Market Commentary.  Please click the link below to read the latest monthly commentary:


We hope you have a wonderful August.  Please contact us if we can be of further assistance.