A couple weeks ago, I enjoyed one of the best vacations of my life. We were celebrating my parents’ 80th birthdays.
For the last 10 years, I have been sponsoring young children through Compassion International, and this past year, I decided to sponsor a new child in Haiti, Watson Don, through the Chanje Movement. When I signed up to sponsor Watson at the women’s conference at my church, they mentioned that I could go on a mission trip with them to meet him in person. I have always wanted to serve on a mission trip, but I never seemed to find the right opportunity.
As I sit here after the Vancouver half marathon, tired, achy, and sore, I am still in disbelief and incredibly thankful for the journey that it took to be able to complete something like this.
Surevest CEO and Chief Investment Strategist, Robert J. Luna, shares our Equity Barbell approach to today’s market.
With a fully valued market, monetary policy headwinds and trade tensions, we are expecting to see a very similar second half of 2018 to what we witnessed in the first. We are expecting increased volatility with the major averages not straying too far from their current price levels.
Well, it is definitely a lot of work, but it is also a lot of fun! There is never a dull moment in our house and I enjoy each new stage my four-year-old boys go through more than the last. The first two years were by far the toughest due to the sleep deprivation in year one and then trying to keep two bruise-prone toddlers safe in year two.
“Who here wants to learn about making money?” This is the opening line that our very own Senior Wealth Advisor, Peter Burnham, CFP®, has used over the last three years when teaching underprivileged high school students in Washington, D.C. about the basics of money and investing.
As we prepare for the 4th of July festivities, I wanted to share what has been my favorite 4th of July destination since I was a kid. The Balboa Peninsula in Newport Beach, CA.
Over the last week, the S&P 500 retreated 47 points or -1.22% as of Thursday’s market close. However, the index has remained positive with an increase of 3.25 points or 1.60% year-to-date.