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https://youtu.be/j6vklKUFQk8 We’ve had the opportunity to work with some of you for almost 20 years, which is such a joy an honor. For others of you, we’ve only just begun getting to know you and your family, and we’re so grateful to partner with you. As we reflect on this past year and prepare for …
“Our work suggests the equity markets are gathering enough energy, and momentum, to permit a dash to new all-time highs and then keep right on pushing higher. Interestingly, almost NOBODY is expecting this to occur. Most continue to look for a decline, or at best a range-bound stock market. We do not believe it.” — …
We all love a bull market, as investments stampede higher, and dread a bear market, as these same investments pull back and go into hibernation. In 2016, we described for you the less-often-heard of “buffalo” market, identifiable by its range-bound behavior with investments neither gaining nor losing appreciably. We now turn to the current “bunny” …
“It’s all about earnings” is one of Wall Street’s oldest and most insightful adages. As owners of stock we are owners of businesses, and as owners of businesses our fortunes are most closely tied to the current and projected future profitability of the firms we own. It is rooted in this truth that the market’s …
“There’s an opportunity in the international and emerging market stocks that we have not seen in a while” – Dr. David Kelley, Chief Global Strategist for JP Morgan U.S. stocks have been a juggernaut in recent years, an undeniable force that has handily out-performed all other asset classes. And we’ve enjoyed the ride given our …
Global Pendulum – A Case For International Equities Read More »
Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary professionals all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.
50 E-Business Way
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T: 513.530.9700
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T: 630.581.3580
F: 513.530.9776
info@wqcorp.com
Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed
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