Information & Education

2nd Qtr 2017 Market Insights

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are still healthy.  There has been little change to inflation, which stays solidly below 2%, but remains in a safe zone. 

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1st Quarter 2017 Market Commentary

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are all favorable. Unemployment is now in the 4.7% range, while wage inflation has held its slight upward trend.

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4th Q Market Insights

There were two events in the Fourth Quarter that influenced U.S. and foreign financial markets: Donald Trump won the presidential election which led to positive growth on Wall Street & the Federal Reserve’s December interest rate of 0.25% signified the Fed's confidence in the improving U.S. economy.

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The Election is Over . . .Now What??

Certainly last night was a surprise for many Americans and international observers. How will Trump's shocking win affect the Market and your Investments?

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2017 401(k) and IRA Rules

The contribution limits for 401(k) plans and individual retirement accounts will stay the same in 2017. Employees will be eligible to defer paying income tax on up to $18,000 that they contribute to 401(k) and $5,500 to their IRA.

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Latest Market Insights

By all accounts the first three quarters of 2016 have been very good from a performance standpoint, notwithstanding some periods of intense volatility. The S&P has delivered a return of approximately 7.8%, with the Russell 2000 at 11.4%. MSCI EM have delivered a remarkable 16.4% year to date.

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Latest Market Insights

This quarter has been full of ups and downs. Commodities and emerging markets quietly led the way in performance, after several years near or at the bottom, while REITS stayed on top for the 3rd year. Big talk has been Brexit.

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Making Sense of Brexit…

Are we in the crosshairs of a terrible financial catastrophe or will cooler heads prevail?

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Your Employees are Stressed About Money … and It’s Costing You

Employers who want to proactively confront this reality should consider embracing the new wellness frontier: financial wellness.

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Market Review & Outlook

There is so much happening in the world this quarter that it is difficult to pinpoint a primary driver. Despite the noise of the markets this quarter, we are still in the midst of an expansion.

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Latest Updates & Information

2nd Qtr 2017 Market Insights

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are still healthy.  There has been little change to inflation, which stays solidly below 2%, but remains in a safe zone. 

Read full story here

Second Q Market Insights

Check out the Second Quarter Market Insights led by Beth Spurry.

Watch video here

1st Quarter 2017 Market Commentary

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are all favorable. Unemployment is now in the 4.7% range, while wage inflation has held its slight upward trend.

Read full story here

4th Q Market Insights

There were two events in the Fourth Quarter that influenced U.S. and foreign financial markets: Donald Trump won the presidential election which led to positive growth on Wall Street & the Federal Reserve’s December interest rate of 0.25% signified the Fed's confidence in the improving U.S. economy.

Read full story here