In this quarter's update, we'd like to cut through the noise and share what's actually happening in markets, put recent performance in proper context, and remind us all why maintaining investment discipline through periods of uncertainty remains the cornerstone of long-term financial success. 

Retirement planning is critical to ensuring a comfortable and secure future, especially for high-net-worth individuals.

Many of the same things that go into creating a successful climb are the same things that create an effective financial plan.