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Executive Summary * Domestic stock markets and particularly tech stocks have performed well in 2018, but more traditional companies, bonds, and international assets have not kept pace. * Addressing uncertainty requires time spent identifying how a market downturn or recession will impact your financial plan. * The Federal Reserve is optimistic for continued

Fall is in the air and Thanksgiving is around the corner. We use this time of year to remind ourselves to take a look and be thankful for what we have worked for, built and created up to this point in our lifetime. Financially speaking, this accumulation of wealth and

Last summer we shared with you the extent of the Equifax data breach and the impact it had on 143 million American consumers whose personally identifiable information was stolen. The trend continues and in 2018 alone, several retailers from K-Mart to Sax Fifth Avenue have reported compromised customer data. Even

If you have lived in San Diego for any amount of time, you likely have memories from “The Q.” The building, built in 1967 and originally called Jack Murphy Stadium after a local sports writer that rallied public support for its construction, has been host to Padres, Aztec and Charger

AN ECONOMIC AND MARKET UPDATE Quarterly Market Update - July 2018 EXECUTIVE SUMMARY • An increasing interest rate environment is forcing us to remember why we invest in bonds in the first place. • Monetary and fiscal policy are at odds with one another as higher rates mute the GDP multiplier of

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features