A Word from the CEO
After nearly 10 years of consistent growth, one of the longest periods of economic expansion in U.S. history, we now face a period of uncertainty. What can we expect going into 2019? To answer that question, our 2019 Investment Outlook takes a look at what experts at Fidelity, Goldman Sachs, T. Rowe Price and Vanguard are saying. We chose these firms because they are all investment managers whose funds the JRB offers.
In this issue, we also continue our series on Investment Fundamentals with a look at some of the benchmarks the JRB uses to track the performance of the stock mutual funds we offer. Learn what segment of the market each benchmark reflects and which types of companies each benchmark includes. Understanding benchmarks will improve your understanding of the asset allocation and performance of your portfolio.
Beginning January 1, 2019, the IRS raised the mileage rates for those who use their vehicle for business, charitable, medical or moving purposes. We provide the new mileage rates below.
To answer questions about the articles in this newsletter or to discuss your financial plan, please
set up an appointment
to speak with me or call 888-JRB-FREE (572-3733).