Stay Curious May 2024 Market Update Stocks did well around the world with US Stocks being up over 10% and International Stocks being up over 2% to almost 6%. Inflation stayed persistent, which led to higher interest rates, which hurts both Real Estate, as well as…… read more January 2024 Market Update 2023 started rather flat, but that really turned around in the fourth quarter as stocks and bonds, both in the US and around the world, gained between 5-15%…. read more April 2023 Market Update So, in the first nine months (the first three quarters of 2022) stock markets were down more than 20%, bond markets were down more than 10%, but really since then it’s been a completely different story. In the fourth quarter…… read more November 2022 Market Update In the third quarter trends continued – U.S and non-US stocks, and bonds all went down in the third quarter as they did in Q1 and Q2. Stocks were down more than bonds. If we zoom out a little bit…… read more May 2022 Market Update In the first quarter markets across the board – stocks, bonds, real estate, US and non-US are kind of down across the board, mid-single digits and that’s continued in April and the first part of May. It’s quite unusual for…… read more Announcing Great River Financial Hello, this is Josh Wolberg and I’m happy to announce a new brand, Great River Financial. As many of you know we’ve been providing investment management and financial planning services through Resources Investment Advisors, our back office located in the…… read more Overview of Great River Financial An overview of Great River Financial…. read more Retirement Income Planning Retirement planning is more than money; it’s the peace of mind to enjoy retirement…. read more Value of an Advisor and Pricing is hiring a financial advisor worth it?… read more Investment Management Philosophy Our investment management philosophy…. read more I have no special talents; I am only passionately curious. – Albert Einstein
