Summary: It Isn’t the Sixties, But It’s Still a Good Dance

With just about all major markets having positive returns over the last four quarters, we continue to be cautious when setting expectations.

It has generally been a very quiet and positive year for both global stocks and bonds. At some point, we know that the quiet will end.

Those uncertainties have been taken into account when we designed your portfolio and recommended it based on your specific financial plan. It’s always prudent to keep the downturns in mind even though, hopefully, the rock and roll will continue its beat.