Woodstock Quarterly Newsletter / Winter 2018
Woodstock sits both in the larger financial industry of banks, insurance companies, broker dealers and investment management firms, and amongst our competitors in the investment management world. In the larger financial industry, who gets to keep the difference between a historic 8% return on equities, an “equity-like return”, and a historic 4% return on “risk free” investments, such as government bonds? Currently government bonds are at 2% while stocks have kept up their 8% average return, so the question is even more important now. Also, as interest rates rise above 2%, a bond originally bought yielding 2% will lose market value.[1]
We are excited to announce that Woodstock Corporation was named to CNBC’s list of “Top 100 Fee Only Wealth Management Firms for 2015.” Notably, Woodstock Corporation was the only Boston-based firm selected, and one of only four wealth and asset management firms from New England.