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Judy Roseberry

Monthly Market Update for August 2017

Wednesday, September 13, 2017

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Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Themes of mild inflation, moderate growth, low unemployment and persistently low volatility are shared around the globe, even as North Korea continues its provocative pursuit of nuclear capability.  In the US, Hurricane Harvey’s impact will be felt in the short run, particularly as it relates to the energy markets and productivity, although expectations are high that Houston recovers well. Congress took its summer recess, but returns to work…

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How to help business owners plan for retirement

Thursday, September 7, 2017

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Want to help business owners plan for retirement?  In addition to financial expertise, you’ll need plenty of time, patience and empathy, says Joel Guth, president of Gryphon Financial Partners in Columbus, Ohio.  “Most owners think of their business as their bonus child,” Guth says. “They have spent 60 to 80 hours a week with their business for decades. Retirement planning is obviously about the financial aspect, but the emotional element for business owners can also be huge. For many, it’s like selling their baby.”

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Monthly Market Update for July 2017

Monday, August 14, 2017

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Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The global economy finds itself unusually calm, despite being surrounded by several strong currents.  As it relates specifically to the US, there has been inconsistent economic data combined with unfolding political developments.  The Commerce Department provided the advance release of 2Q-17 real gross domestic product (GDP), suggesting accelerated consumption and non-residential investment produced annualized growth of 2.6%.  While this more than doubles the 1Q-17 reading, it was accompanied…

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Monthly Market Update for May 2017

Thursday, June 8, 2017

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Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: In the US, the Commerce Department revised 1Q-17 real gross domestic product (GDP) upward from 0.7% to 1.2%. Personal consumption expenditures (PCE) rose 0.2% in April, but year-over-year (YoY) reading was 1.7%, down from the 1.9% annual rate in March.  The labor market was mixed, with jobless claims remaining relatively low and unemployment declining to 4.3% (its lowest level in 16 years).  Wage growth remains stubbornly low at…

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Monthly Market Update for April 2017

Wednesday, May 10, 2017

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Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: There was a sigh of relief from investors in April following the first round of elections in France and the announcement of the upcoming election in the United Kingdom (UK).  The likelihood of a moderate president in France and a less-divided House of Lords during Brexit negotiations led to decreased expectations of turmoil in the European Union (EU), and consequently increased the market’s overall appetite for risk.  All

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Monthly Market Update for March 2017

Thursday, April 13, 2017

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Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Throughout March, financial markets began to formally take notice of certain “gaps” that have developed across the political and economic landscape.  Observing the partisan fractures that exist between the new administration and Congress, an expectations gap emerged between pro-growth policy aspirations and the less-optimistic reality of when and to what degree the proposed changes can be implemented.  Embarking on its ninth year of economic expansion, recent indicators for…

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Monthly Market Update for February 2017

Tuesday, March 14, 2017

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Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Measures of US economic sentiment continued to gain strength, even as the pace of real activity has yet to fully reflect this high level of optimism.   In response to the prospects of pro-growth policies offered by the new US administration, both consumer and business confidence remained on an uptrend.  The Conference Board’s Consumer Confidence index advanced to 114.8 in February from January’s 111.6.  The potential for tax cuts…

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Potential Phone and Phishing Scams

Friday, February 24, 2017

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As we are in tax season, we thought a good time to remind you to be aware of potential IRS phone and phishing scams. One of our employees recently received a phone call from someone claiming to be from the IRS, claiming that he owed the IRS money and demanding payment. Obviously, this was a scam attempt. Note that the IRS will never: Call to demand immediate payment using a specific payment method such as a prepaid debit card, gift card or wire transfer. Generally, the IRS will first mail you a bill if you owe any taxes. Threaten to…

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Monthly Market Update for January 2017

Wednesday, February 15, 2017

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Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Economic reports were mixed in January as a US Commerce Department report showed US economic growth slowed more than forecast during the fourth quarter of 2016, but January gauges of US manufacturing and service business activity continued to gain momentum.  Initial data from the Bureau of Economic Analysis revealed gross domestic product rose at a 1.9% annualized rate in Q416, down from the prior quarter’s 3.5% rate as…

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Monthly Market Update for December 2016

Thursday, January 19, 2017

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Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: Recent economic indicators showed momentum was building in US manufacturing.  Latest results indicate that activity is broadening outside the US consumer who has served as the primary engine of growth in 2016.  The services sector, that represents a much larger share of the economy, continued to expand, while another month of job gains helped drive consumer confidence back to pre-recessionary levels. The Commerce Department’s final estimate of third…

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