Weekly Snippet

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April 5, 2019
Weekly Snippet

Last Week… …Concluded the 1st quarter of 2019 and as you can see from the chart ALL asset classes maintain a positive year-to-date return. Despite the murmurs of uncertainty in the economy the market seemed unfazed with a strong finish on Friday. All U.S. equities were up from the previous week, and not just slightly….

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CMW MONTHLY MONEY PULSE™

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March 29, 2019
CMW MONTHLY MONEY PULSE™

As we close out this week, this month and this 1st quarter of 2019, we remind our readers here is not the place to get an exclusive angle on this moment in market or the economy. Instead we offer a filter on all the different angles available in the media for the meaning we believe…

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Charitable Giving as a Worth Living Asset

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March 22, 2019
Charitable Giving as a Worth Living Asset

Image Copyright Ted Grussing Photography – Used with permission When we begin life planning work with a client, one of our first questions is what their ‘worth living assets’ are. So, what are worth living assets? Simply put, we define them as those people, activities, dreams or causes that make your life worth living. For many individuals we…

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Weekly Snippet

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March 22, 2019
Weekly Snippet

Last Week… EVERYTHING remains UP year-to-date!! All U.S. Equities with the exception of Health Care have already broken into double digit returns for 2019.  Pretty incredible. To name a few notable gains: Technology was up nearly 5% from the previous week and U.S. Large Growth was up almost 4%. Small Cap Growth has a YTD…

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Weekly Snippet

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March 15, 2019
Weekly Snippet

Last Week… …The Bull Market apparently had a bit of hangover from celebrating its glorious 10th birthday! Yet, not enough to change the graph below, showing all benchmarks remaining positive YTD. All US Equities fell from just less than -2.0% to as far as nearly -5.0% except for US Equity REITS. Foreign Equities dropped roughly…

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