December 2015 Portfolio Update

Performance update When benchmarked to the Vanguard Institutional Index S&P 500, symbol VIIIX: High and, Mod-to-High, Moderate and Mod-to-Low portfolios have outperformed net of fees Low risk portfolio did generate a positive return net of fees, but faced challenges due to rising interest rates All of the are performing within their expected ranges relative to … Read more…

Federal Reserve Raises Rates

After 7 years of holding interest rates at zero, the Federal Reserve Board announced they will begin raising short-term interest rates. This signifies the beginning of the early rate hike phase, along with potential changes to the current allocation of the portfolios. Expanded content is in the video link below. Since 1994, the Federal Reserve … Read more…