Below is a quarterly, benchmark performance report. This represents general benchmarks from the beginning of the year through the end of the first quarter, March 31st. If you’d like to see your actual performance please reach out to us individually for a customized report.

Despite all of the noise in the media, the markets have only experienced small overall negative returns this year. As of today, most of our long-term, diversified portfolios are only down about -1.0% since the beginning of the year. This is common for short-term market reports. We expect to continue to see choppy markets throughout the rest of the year.

If you have any questions about your specific investments, please let us know and we will be happy to set up a time to visit.

Warmest personal regards,

Katherine and Josh