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November 15th, 2017

The third Quarter of 2017 was bad for people living in the Gulf of Mexico, Caribbean, and Florida as the hurricanes devastated these areas, misplaced thousands of people and stopped a lot of business in those areas. Even with these extreme weather events, stocks, both domestic and foreign, were posting better than average returns.


Foreign stock markets out performed the U.S. with the Europe, Australasia, and Far East (EAFE GR) index posting a positive 5.47% for the quarter and 20.47% YTD. The Standard & Poors 500 Index TR, consisting of the largest 500 U.S. Stocks, was positive 4.48% for the quarter and 14.17% YTD.


The best performing asset class in our portfolios was emerging markets (MSCI EM Index GR) with their strong performance of 8.04% for the quarter and 28.14% YTD.

We are constantly reviewing our client portfolios to see if they need to be rebalanced and adjusted to respond to market conditions and to insure the portfolio is meeting its return and risk objectives.


The Federal Reserve left interest rates alone this quarter. They have raised the Federal Reserve rate two times so far this year, and they have two more scheduled meeting to review notes. The market has taken the decision not to raise rates as a good sign that the economy does not need to be slowed down.


Now that we have entered the fourth quarter of the year, it is time to begin thinking about charitable contributions and required minimum distributions. If you are thinking of making charitable gifts, meet with your advisor to discuss the most tax efficient way to do so.

It is our honor to serve you and to help you walk the Trusted Financial Path TM.