Tag Archives: S&P 500

FIC Core Portfolio Performance for Q2 2021

By | July 15, 2021

  FIC Core Portfolio S&P 500 Total Return 2021 Q2 11.52%1 8.55%2 2020-Calender 20.93%1 18.40%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% FIC Core Portfolio is not a tax-exempt account however, the return posted here is before considering tax liability generated by any investment activities. Returns reported here are all… Read More »

How do you invest when we are 8 years into this current cycle

By | February 26, 2018

How do you invest when we are 8 years into this current cycle? We get this question a lot, from friends and family, from clients, from colleagues and fellow investors. Unfortunately this is such an open-ended question that we have take a careful assessment to have a reliable answer. First of all, does number of… Read More »