February 2017
The financial markets stumbled out of the gate in 2016, braced for tumult when news of Brexit broke midyear and buzzed late as a captivating election played out. The end result: The markets' 2016 showing was strong.

As you find out, in the two articles below, what important lessons the markets taught investors in 2016, I invite you to apply these lessons to your portfolio. 

Not sure how your portfolio did in 2016 vis-
the market, and more importantly,
-vis your long term goals? Let's get together for a cup of coffee and a second opinion, and a complimentary portfolio analysis. If we determine your investments to be well-suited to your long-term goals, I will send you on your way :) if on the other hand, we believe some of your investments no longer fit your goals, I'll explain why and recommend alternatives. Either way, the coffee is on me. 

Dream. Plan. Prosper.

Class in Session
2016 had its good days, bad days, anxious days, joyous days, unexpected days. As he does every year,  Larry Swedroe followed along with the developments of 2016 and gleaned the lessons from which prudent investors can learn. Swedroe, the director of research for The BAM ALLIANCE, focuses on nine specific lessons from last year -- some timeless (active management is a loser's game) and some timely (don't let your political views influence your investment decisions).

More Teaching Points
When it comes to investing, discipline works. So does diversification. Prognostication, not so much.  Tim Maurer , personal finance expert, also looks back at 2016 to share lessons that can be carried forward.