Weekly Market Update – Nov. 19, 2018

Last Week Oil enters bear market after dropping from early October peak. Since October 3, WTI crude oil has declined as much as 27% given a number of headwinds including weaker demand, increased supply from key producers, expectations for higher U.S. supply and […]

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Weekly Market Update – Nov. 12, 2018

Last Week Despite losses in emerging markets, global equities (1.0%) moved higher for the second week in a row. U.S. equities led the way with a 1.8% return, followed by non-U.S. developed markets (0.2%) and emerging markets (-1.9%). At last Thursday’s meeting, the Federal […]

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Weekend Reading – U.S. Midterm Analysis

This was no typical U.S. midterm election, as voter interest hit record levels — certainly catalyzed by high levels of campaigning and increasingly polarized parties   As an example of heightened engagement, early voting by younger voters appears to have surged from 850,000 […]

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When Real Estate Becomes Too Real

Check out this week’s Springfield Business Journal for Tim Parrish’s article on real assets Real assets are generally allocated to three broad categories: Real Estate Infrastructure Natural Resources Check out the full article below and contact Tim Parrish for more information […]

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Weekly Market Update – Nov. 5, 2018

Last Week Equity markets recovered from a weak start last Monday, as rumors of easing U.S.-China trade tensions helped boost non-U.S. equities especially in the latter part of last week Another solid U.S. jobs report despite rising wage growth. The jobs added […]

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Is It Time For a Financial Wellness Check-up?

Check out this week’s Springfield Business Journal for Jeremy Loftin’s article on workplace financial wellness.   Financial stress affects 57% of employees according to a survey by PwC last year. A thorough financial wellness program can provide a more focused […]

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Weekly Market Update – Oct. 29, 2018

Last Week Global equities entered 10% correction territory after falling 3.8% in a bumpy week, with declines across all major regions. U.S. equities declined 3.9% last week as ongoing headwinds from trade and concerns on Federal Reserve policy becoming too […]

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Weekly Market Update – Oct. 22, 2018

Last Week Global equities fell slightly last week with a small 0.1% loss. Emerging markets (-0.8%) led global equities lower while developed ex-U.S. equities fell slightly (-0.2%) and U.S equities were flat. A summit in Europe failed to produce an […]

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Weekend Reading – The Fed Reaches for the Stars

Federal Reserve Chairman Jerome Powell used a celestial metaphor to center his remarks at the recent Jackson Hole summit. The Fed’s decisions, he noted, are often based on the distance of inflation, unemployment and growth from their long-run equilibria. In […]

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Weekend Reading – Which tax-qualified investment plan gives you the most bang for the buck?

Suppose you want to best utilize $100. You could choose a traditional or Roth retirement plan, a health savings account or a 529 plan. Which would get the biggest bang for the buck? Let’s run a horse race among them… A horse race among […]

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