Featured Resources and Insights for 2018

Market Snapshot from Ivan Hoffman

Last year, financial markets produced pleasantly surprising returns coupled with historically low volatility. By the numbers, the Dow Jones Industrial Average posted more than 70 record highs (87 since the presidential election) and the S&P 500 is in the midst of its longest streak ever without experiencing a decline of 3% or more (14 months and counting). Investors begin 2018 with a desirable combination of strong earnings, broad global growth, historically low interest rates and business friendly tax reform. If you’re looking for a negative, it’s that stocks (and bonds, and real estate) appear to be richly valued, or fairly valued at a minimum. While high valuations and long running bull markets aren’t good predictors of when markets might actually fall, now is an excellent time to review your family’s goals and year end balance sheet to ensure proper alignment with your portfolio’s allocation and return objectives.   


Featured Resources from Fi3

We want to share some key resources with you to guide our conversations in 2018. We look forward to discussing these topics with you.

  Download our 2018 Financial Planning Guide.

Download our 2018 Financial Planning Guide.

  Download our Updated 10-Year Capital Market Assumptions.

Download our Updated 10-Year Capital Market Assumptions.

  Download our Five Themes for 2018.

Download our Five Themes for 2018.