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October 2018 Investment Commentary

As we enter into this fall season, we get to enjoy cooler weather, changing leaves, and the anticipation of upcoming holidays with family.  Here at Glen Eagle we also use the new season as an opportunity to continue analyzing the fundamentals of the markets and the geopolitical risk associated with them.

#ESGPERFORMANCE

Dr Bob Explains Series on Financial Topics

 

 

 

 

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If you think about responsible investing at all, then an immediate question is probably something like, “What kind of returns can I expect?”i It’s a fair question. Not an easy question to answer, but a reasonable one to ask.

WELL AND GOOD

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Dr Bob Explains Series on Financial Topics: 

WELL AND GOOD

 

 

$1.9 TRILLION, IN FACTor

Dr Bob Explains Series on Financial Topics

 

 

 

 

Glen Eagle Managing Director Kathy Lo Bue leads Discussion on Dementia

On June 26th Kathy Lo Bue and the Glen Eagle Team led a discussion on dementia in cooperation with the Alzheimer’s Association.  The event was open to the community and included an informative presentation regarding all aspects of Dementia by Nicolette Vasco, Program Coordinator at the Alzheimer’s Association.

July 2018 Investment Commentary

As we enjoy the summer, hopefully you are finding time to spend outdoors with family and friends. This quarter has continued what many in our industry have called the market’s climb up the “wall of worry,” which is just to say that the financial markets have continued to rise higher despite increased volatility and growing investors’ fears. Here at Glen Eagle we would prefer to call this a “wall of uncertainty” rather than a “wall of worry.”

ID Unprotected? Learn from a Victim

Dr Bob Explains Series on Financial Topics

 

 

 

 

 

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I’m a victim of ID theft. My takeaway for you? Don’t wait until you become a victim. Take preventive measures.

You can take the following preventive measures with the three major credit reporting agencies—Equifax, Experian, TransUnion.

DIVERSIFICATION TALKIN’

Dr Bob Explains Series on Financial Topics

 

 

 

 

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I arrived at Ryan and Courtney’s home. Courtney greeted me and invited me to take a seat at the kitchen dining table. The couple was looking for a financial advisor because they’d grown increasingly nervous about their previous advisor and Ryan was retiring in weeks. This was our first meeting.

PARKLAND ENTERS RESPONSIBLE INVESTING

Dr Bob Explains Series on Financial Topics

 

 

 

 

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In 2018, two decades-old developments are intersecting. One is concern about mass gun violence. The other is responsible investing, also referred to as ESG, or environmental, social, and governance investing.

3 USES FOR A TAX REFUND

Dr Bob Explains Series on Financial Topics

 

 

 

 

You and I probably agree: it feels better to get a refund than having to make up for underpaid taxes. Sure, a refund means we extended the government a free loan. But assuming you’re okay with that, where could it be worthwhile to direct your refund?

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