Q3 2015 Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report … Continue reading

Real Estate Fund Swap

Yesterday we sold our long-term real estate holding, JP Morgan U.S. Real Estate (SUIEX) in all of our clients’ accounts.  We’ve replaced it with Cohen & Steers Institutional Realty Shares (CSRIX). Since we first bought the JP Morgan fund in 2000 … Continue reading