Russell W. Hall, CFP®, CPWA® 8/8/16 Russell W. Hall, CFP®, CPWA® 8/8/16

Spending In Retirement

As many of our clients are retired or nearing retirement, we at Eclectic Associates pay special attention to research in that area. A recent study by J.P. Morgan about spending was particularly interesting.

Eclectic Investment Committee 7/10/16 Eclectic Investment Committee 7/10/16

Eclectic Associates Quarterly Review Letter (Q2 2016)

Here is a copy of our Q2 client letter. As always, thank you for entrusting us with your financial lives. We take this responsibility very seriously and we consider it a privilege to serve you.

David K. Little, CFP®, CFA 6/25/16 David K. Little, CFP®, CFA 6/25/16

UK & EU: Brexit

As you’ve probably heard by now, Britain voted yesterday to leave the European Union. For a few reasons, this has roiled markets around the world, driving stock markets and other “risk assets” like oil and industrial commodities lower.

Eclectic Investment Committee 4/15/16 Eclectic Investment Committee 4/15/16

Quarterly Review

Around mid-February, markets began to turn around with no clear catalyst, as is often the case. Oil prices spiked higher, stock markets rallied, and the dollar declined.

David K. MacLeod, CFP®, CFA 3/23/16 David K. MacLeod, CFP®, CFA 3/23/16

2016 PIMCO All Asset Review

Four of Eclectic Associates’ advisors sat down with Brandon Kunz of Research Affiliates and Amita Sheth of PIMCO for an in-depth review of the PIMCO All Asset fund.

Kristen Luke 2/1/16 Kristen Luke 2/1/16

Eclectic Associates 2015 Year-In-Review And 2016 Outlook

Here is a summary of investment returns, economic trends, and financial perspectives from our investment committee’s 2016 Economic Review and Outlook meeting.