Guided by proven evidence-based investing principles, West Loop Financial is a fee-only wealth manager dedicated to assisting clients in attaining their investment goals and in securing their financial future.
In a look at both the long-run and the current market data, Jared Kizer offers five lessons that reinforce some of the reasons investors should remain committed to a long-term emerging markets equity allocation. Emerging market equities have substantially underperformed the S&P 500 Index in 2018, with the S&P 500 up 6.5 percent and emerging…
Current equity valuations may present some significant challenges for investors using historical return assumptions to plan their retirement. Larry Swedroe on what today’s market indicates for forward-looking returns, and what you can do in response. The first half of 2018, like in any year, contained many challenges and surprises for investors. For example, investors were…
The bond market is less transparent in pricing and trades less frequently than equity markets. Blerina Hysi explains how a trusted advisor can help navigate these market inefficiencies and prevent you from suffering excessive mark-ups. By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do…