Investment Mission Statement (IMS): To accomplish your life goals by earning a consistent, long-term rate of return in excess of inflation as required in your wealth plan.As we look back over the first half of the year, one of the most notable items is how steadily markets have risen, despite ongoing political uncertainty and geopolitical tumult. In reality, this is the way the stock market should behave. We believe this serves as a good reminder that over the long term, financial assets are priced and valued based on their underlying economic fundamentals—yields, earnings, growth—not on transitory macroeconomic or political events. Economic and corporate fundamentals largely still look solid, and investors are pricing in expectations that the second quarter earnings season will demonstrate a continuation of Read More >
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