As many of our clients are retired or nearing retirement, we at Eclectic Associates pay special attention to research in that area. A recent study by J.P. Morgan about spending was particularly interesting.
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Here is a copy of our Q2 client letter. As always, thank you for entrusting us with your financial lives. We take this responsibility very seriously and we consider it a privilege to serve you.
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As you’ve probably heard by now, Britain voted yesterday to leave the European Union. For a few reasons, this has roiled markets around the world, driving stock markets and other “risk assets” like oil and industrial commodities lower.
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Around mid-February, markets began to turn around with no clear catalyst, as is often the case. Oil prices spiked higher, stock markets rallied, and the dollar declined.
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Four of Eclectic Associates’ advisors sat down with Brandon Kunz of Research Affiliates and Amita Sheth of PIMCO for an in-depth review of the PIMCO All Asset fund.
Read MoreHere is a summary of investment returns, economic trends, and financial perspectives from our investment committee’s 2016 Economic Review and Outlook meeting.
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