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Looking at Alternatives When Traditional Diversification Struggles Thumbnail

Looking at Alternatives When Traditional Diversification Struggles

While the traditional 60% stocks and 40% bonds portfolio (60/40) has historically been used as the primary example of a core diversified portfolio delivering attractive risk-adjusted returns, it has struggled year-to-date. The illustration below from BlackRock plots various annual stock and bond returns showing only four times when both stocks and bonds were down simultaneously, including this year.

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Your Real Estate Questions, Answered Thumbnail

Your Real Estate Questions, Answered

Where is the real estate market heading? We at WGCA recently hosted a webinar with members of the Erich Cabe team at Compass, addressing essential questions that buyers, sellers, and real estate investors are asking about the current and future state of the housing market. You can watch the recording here in case you missed!

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Market Commentary  August 2022 Thumbnail

Market Commentary August 2022

What Should I Do Now? Many wealth management professionals tend to get this question from clients. While this question is quite common among the average market participant, we view it as somewhat superficial. It is more appropriate to understand your goals and risk tolerance and then set the appropriate level of risk within your portfolio.

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Market Commentary February 2022 Thumbnail

Market Commentary February 2022

The last 23 months of investment (and cryptocurrency and meme stock, etc.) returns have created a lot of “fear of missing out” (FOMO) in the investing public. FOMO tends to manifest itself in various behaviors in which otherwise rational individuals would not participate.

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