Yes, my practice has a new name: Arktos Wealth Management. But what does ‘Arktos’ mean…you ask? In searching for a meaningful name that would concisely describe the financial planning approach of my practice, I was looking for something that resonated with my own life and the principle of guiding my clients through the process of […]
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MARKET DATA November 3 Mo. YTD 1 Year S&P 500 2.80% 10.58% 26.62% 27.51% Russell 2000 3.88% 13.06% 34.56% 39.05% NASDAQ 3.58% 13.09% 34.46% 34.87% MSCI EAFE ($ basis) 0.56% 11.29% 17.76% 21.42% MSCI EAFE (local) 1.33% 9.17% 21.87% 25.70% UK (FTSE) -1.20% 3.71% 12.76% 13.36% Germany (DAX) 4.11% 16.07% 23.55%
Many of you reading this might remember, and some of you are too young, but there was a time when you could walk into a bank and plunk down $10,000 into a Certificate of Deposit (CD) paying 16% per year. There was also a time when you could purchase a 30-year Treasury bond issued directly
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[dropcap]W[/dropcap]hile teenaged kids across the nation are going to start preparing for their SAT tests (given from October through June) and exploring undergraduate programs, parents are going to be left aghast at the current and continually increasing price tag on ‘that’ pending college education. However, there are smart ways to prepare for this inevitable expense,