Q&A: MWA CORE+ Portfolio Strategy or Investment Policy Questions surrounding the MWA CORE+ global Portfolios
Q: What’s MWA’s goal when building a prudent investment policy:
A: This is a question we spend a great deal of time discussing with clients. I think the answer could be different depending on your specific stage of life and personal situation, but I think it is safe to say for a portion of your portfolio, what I’ll refer to as the ...Read More
In an effort to save you time, I have linked to several additional articles of interest that you can come back to later if desired. If you have time, please read these articles as they are chalked full of good information, stories, and lessons. Below, I have included descriptions and explanations of why I included these articles or links in this report. Enjoy and thanks for letting us help you and your family create your plan to accomplish your goals....Read More
The year 2019 offered investors strong returns in many major asset classes and capped off an attractive decade of gains. Figure 1 below shows the 10 year returns for a global stock portfolio. Large US growth stocks, the major type of stocks owned by many investors, especially inside their retirement ...Read More
This Report shows how each of the markets across the world performed in 2019. As you can see from page 3, all major market classes were above their average annual return.
Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that Q4 of 2019 Emerging Markets (yes the market we have talking about for a couple years) performed the best.
As the weather cools off, the political climate continues to heat up. With recession fears running high, trade war concerns, and high market volatility, investors appear jittery. The million-dollar question clients are asking, as markets begin to flirt with the previous highs, is will markets catch a cold and what should investors do today? ...Read More
Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that Q3 of 2019 Bonds performed better than stocks word wide. Real Estate was the highest returning asset class.
Overall the 2nd quarter was a good quarter for most investments (especially very large, fast-growing US multinationals that trade at high valuations). Stocks & Bonds continued to rebound from the pullback that bottomed over the Christmas holidays; as interest rates fell, due to concerns for slowing global growth mostly from the trade war, ...Read More