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The first quarter of 2018 and been as a bit like a windy day on a sailboat… a lot of ups and downs. Kevin Gormley shares data and observations on what happened in the markets and how you can steer through the rough seas and stay on target with your investment goals.

2nd Quarter Market numbers paint an interesting picture of the varied market reactions to interest rates, currency and policy changes. Different asset classes (investments) had very different returns. Small and large companies didn’t move together with small companies having higher returns. After multiple positive quarters, foreign developed and emerging markets underperformed across the board probably due to the strength of the US dollar. Finally, as bad as the returns were in Q1 for REITs (Real Estate Investment Trusts) that asset class had fantastic returns in Q2- proving that patience and discipline may be rewarded.

Open enrollment season for airline pilots is just around the corner. Ben & Charlie explain the various investment options available to most airline pilots and suggest what order you should start utilizing them for maximum benefit.