Q1 2025 – Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner GeoWealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following Q1 2025 market review. Q1 2025 Market Review – Key Themes U.S. equity markets declined…
Q4 2024 – Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner Geowealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following commentary for Q4, 2024. Q4 2024 Market Review – Key Themes U.S. equity markets posted…
Q3 2024 Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner Geowealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following commentary for Q3, 2024. In short: Equity markets finished the quarter strong as the S&P 500…
Earlier this month, we saw our first bout of market volatility in a while, which sparked talk online with a couple of my clients about market timing. It reminded me of how difficult this is and why no one can do it well for any extended period. Check out the article below from our investment…
Q2 2024 Market Review – Market Overview Each quarter, Collective Wealth Planning, with the help of our investment partner Geowealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following commentary for Q2, 2024. Markets In Q2, U.S. equity markets continued the grind…
What is Diversification? Almost everyone has heard that diversification is important in building portfolios. However, many people don’t understand what it is, why it’s important, or how to maximize its benefits. Diversification means spreading the assets in a portfolio among different investments. The goal is to smooth out the returns of the portfolio. For most…
Q1 2024 Market Review – Market Overview Each quarter, Collective Wealth Planning, with the help of our investment partner Geowealth, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The GeoWealth investment team has put together the following commentary for Q1, 2024. Markets In Q1, U.S. stocks gained 10%+, international developed…
Q4 2023 Market Review Each quarter, Collective Wealth Planning, with the help of our investment partner First Ascent Asset Management, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The First Ascent Asset Management investment team has put together the following commentary for Q4, 2023. If you prefer to listen, you…
Each quarter, Collective Wealth Planning, with the help of our investment partner First Ascent Asset Management, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The First Ascent Asset Management investment team has put together the following commentary for Q3, 2023. Highlights After three straight quarters of positive returns in equity…
Each quarter, Collective Wealth Planning, with the help of our investment partner First Ascent Asset Management, provides transparency and seeks to clearly communicate what is driving performance for portfolios. The First Ascent Asset Management investment team has put together the following commentary for Q2, 2023. Highlights After a choppy start to the second quarter, stocks…