Congratulations! You’ve applied, interviewed, maybe negotiated a few details on your contract, and have finally signed the dotted line on your offer letter. And then it hits you – changing jobs isn’t easy. Sure, it’s exciting – and certainly worth celebrating! – but it also can be a very
WATCH THE VIDEO DOWNLOAD THE SLIDEDECK A few weeks ago we wrote an article titled “Is there Still Value in Value Investing”. Many people asked for more information regarding it, so we decided to make a video and slide deck about it. You can view the slide deck on
Download the PDF Is there Still Value in Value Investing? January 15, 2021Stephen Nelson, CFP® I read an article recently that I thought was very good, I’d like to share some thoughts on it. It coincides with part of our philosophy on investing. It’s regarding the value premium, which has
DOWNLOAD THE PDF 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
DOWNLOAD THE PDF 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
DOWNLOAD THE PDF 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 for our investors, as markets
Download the PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 1 of 2020 each equity market was down more than 20%, with real estate being down the most at -29%
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
DOWNLOAD THE PDF 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
DOWNLOAD THE PDF 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.