Happy New Year! I think 2020 is one of those years most of us are happy to have in the rearview mirror as COVID lockdowns destroyed markets early in the year, followed by record levels of global government stimulus which ultimately fueled amazing market rebounds. If we add in political divisions, trade wars, and restraints on our ...Read More
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets.
The novel coronavirus was already in the news early in the year, ...Read More
Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 4 of 2020 each equity market was up more than 10%, with the Emerging Markets as the top performer at 19.7% and the lowest, the US up 14.68%. Global Real estate was up 12.55% and the International ...Read More
Most people believe that all 401(k) advisors serve the same role in a 401(k) plan. Sadly, this is far from the truth. When picking a financial advisor on your 401(k) it is important to understand the role they ...Read More
Many employers across the country have expressed interest in starting a 401(k) or other retirement plan but have not followed through due to their concerns over the complexity of setting up and maintaining ...Read More
Section I: Market Update Report
Section II: MWA Quarterly Commentary
Section II-A: The Elections and Market Timing
Section III: Around the MWA Office
Section IV: Articles of Value, Recommended Reading
Section I: Market Update Report
The 3rd quarter was a strong quarter ...Read More
Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 3 of 2020 each equity market was up more than 4.5%, with the Emerging Markets as the top performer at 9.56% and the lowest, International Developed up 4.92%. Global Real estate was up 2.37% and the US ...Read More
If you are going to buy a new printer, I wouldn't recommend you go talk with your attorney about which printer is best (unless you are worried about your liability). Yes, attorneys use printers probably more than any other professional you know, but are they qualified to tell you which is best for your situation? I think not.
So why do the majority of ...Read More
Section I: Market Update Report
The second quarter of 2020 was a dramatic comeback from the first quarter. If you click on this link you will be able to download our graphical review of the second quarter. In this, you will notice ...Read More
Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 2 of 2020 each equity market was up more than 10%, with US and Emerging Markets being the top performers at 22% and 18%.
...Read More