All Posts By

Judy Roseberry

Monthly Market Update for November

Friday, December 14, 2018

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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: November was a back-and-forth month for global financial assets. While sentiment began the month relatively strong, on the heels of supportive domestic economic data and a US mid-term election that met expectations, concerns about future profit growth were building. Trade tensions between the US and China persisted, Brexit negotiations generated further animosity, and Italy continued its budget challenges with the EU. The Federal Open Market Committee (FOMC) met…

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Creating a Family Plan for Giving

Friday, December 14, 2018

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The Importance of Giving Charitable organizations are how so many of us can come together to affect change. When we do, it tends to make the world feel a bit smaller and tightens the bonds among us. Similarly, when families engage in giving together, it can have a lasting impact and build a stronger sense of belonging. Creating a Family Plan for Giving Many families find giving is a way of uniting members across generations. They’ve found that sharing decisions about how much to donate and to whom fosters better relationships and communication among family members. It can also help…

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Giving Beyond #GivingTuesday

Thursday, November 29, 2018

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Established in 2012, #GivingTuesday refers to the Tuesday after Thanksgiving. It is a movement to help create charitable giving at the beginning of the holiday season. Charitable organizations of all sizes are contacting potential donors by phone, email and mail at an even higher level. By doing a little research, we can avoid potential scams as well as ensure our money is given to charities we trust throughout the holiday season. Suggestions: The safest and most efficient way to donate is to avoid incoming solicitations and donate directly to the charity you choose. Websites to research and investigate charities are:…

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Guest Blog: Finding Purpose After a Business Exit

Thursday, November 29, 2018

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(ColumbusCEO)  A business exit is a significant transition period that gives owners an opportunity to reflect on their own purpose. The exit itself is a time to celebrate successes while also strategically planning out personal and professional next steps. Ideally, entrepreneurs should start thinking about their exit strategy while they are growing their business and then get serious about exit planning three to five years before the anticipated sale.

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A Starting Point for Planning Your Legacy

Wednesday, November 14, 2018

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A Starting Point for Planning Your Legacy Accumulating wealth is a well-deserved reward for many years of hard work. Being able to share it in a way that builds new wealth and also leads to a sense of meaning and purpose for the generations that follow, however, is a real legacy. Before you can create a plan for your legacy, it helps to know exactly what your intentions are. Here are some starting questions to consider as you look at what you would like your wealth to accomplish. What do you want your wealth to achieve for your future generations?…

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Monthly Market Update for October

Wednesday, November 14, 2018

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Monthly Market Update for October 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: October was a dismal month across the globe, with trade tensions between the US and China escalating, Brexit negotiations alternately starting and stopping, Italy’s budget causing issues with the EU, and Germany’s chancellor announcing she will not run again. US mid-term elections were also on the minds of investors. The Federal Open Market Committee (FOMC) did not meet in October, but an off-the-cuff…

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2018 U.S. Mid-Term Elections

Wednesday, October 31, 2018

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HISTORY & BACKGROUND Midterm elections in the U.S. occur mid-way through a President’s term in office. Every four years, all 435 seats in the House of Representatives and typically 33 or 34 of the 100 seats in the Senate are up for re-election. History has shown that mid-term elections have not been kind to the incumbent President’s political party. Specific to the upcoming mid-term elections, changes in the political landscape are expected, but it’s the magnitude of those changes that could ultimately impact asset prices. INSIGHTS & PORTFOLIO IMPLICATIONS Mid-Term Elections and Financial Markets Going into the 2018 mid-term elections,…

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Monthly Market Update for September

Thursday, October 11, 2018

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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: Global growth continued to decelerate in September, with the divergence between the buoyant US economy and the rest of the world becoming more apparent. Trade relations with China remain a key source of anxiety for global markets, even as things eased after a tentative agreement with Canada and Mexico in a new, revised NAFTA. The Federal Open Market Committee (FOMC) met at the end of September, voting unanimously…

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Protect Your Information and Yourself

Monday, October 8, 2018

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It is National Cybersecurity Awareness Month. What better time to share this checklist containing tips and best practices to help you protect your data, information and prevent fraud. Cybercrime and fraud are serious threats and constant vigilance is key. While Gryphon Financial Partners plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. Cyber criminals exploit our increasing reliance on technology. Methods used to compromise a victim’s identity or login credentials – such as malware, phishing, and social engineering – are increasingly sophisticated and difficult to spot. A…

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