After a rough 2018, and continuing periods of volatility thus far in 2019, I am happy to post yet another Recap with positive results. One would think happy enough to remember to post this weeks ago when delivered to clients, but it seems that late has been my M.O. for a while now. Hopefully, help is on the way.

This link is to a PDF containing our Q2 2019: Quarterly Recap and Near-term Outlook. This Recap incorporates a broad review of global markets, and a series of directly comparable, globally diversified, balanced portfolio benchmarks constructed by Morningstar. The commentary and performance information, coupled with the tabled data will, hopefully, help each reader evaluate their own portfolio performance in proper context with just a few numbers.

As always, I am available at any time, any day of the week, to discuss specific portfolio performance questions with all clients. Until then, be well, enjoy your week, and thank you!

A.J. Walker, CFA CFP® CIMA®
Founder, President, and CEO
Lake Jericho, LLC