Your Financial Advocates for Life

Is Foreign Stock Market Exposure Worth It?

When we do portfolio reviews for DIY investors looking for a second opinion, it’s a…

Diversification: A Case for Adding Bitcoin Exposure

In a world awash in funny money, we felt it was…

(Belated) Memorial Day Market Update

Q1'2020 Economic

FED Actions, Unemployment, Asset Class Returns & More

How Not To Blow Your IPO Windfall

With Lyft now a publicly traded company and other companies — among them Airbnb, Slack, Palantir…

1st Half 2018 Market Overview

Figures references are as of 6/30/2018 unless otherwise stated.

First Quarter 2018 Review and Outlook

Q1'2018 — What Happened?

2017 was by some measures the least volatile stock market year observed since the creation of what is now known as the “Volatility Index” or “VIX” launched in 1992.[i] The first quarter of 2018 gave us clear…

7 Money Discussions Before You Say “I Do”

We all know that divorce rates are quite high and many of the key drivers for splits cited by separating couples stem from disagreements over money. In fact, a study published in 2009 by Jeffrey Dew of Utah State University showed a very clear positive…

Q3'2017 FFG Newsletter

We view interest rates as the primary influencer of the stock market and therefore we want to focus this newsletter in…