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Monthly Market Update for October 2017

Monday, November 13, 2017

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Global Economy: Common measures of US economic health continue to be positive, with 3Q-17 real gross domestic product (GDP) initially estimated at 3.0%.  Surveys around consumer sentiment and manufacturing ended at multi-year highs, and retail sales posted the best month-over-month results in two and a half years.  That said, Core PCE, the Federal Reserve’s preferred measure of price inflation, remained depressed at just 1.3% on a year-over-year basis.  The latest meeting minutes acknowledged that recent inflation weakness may stem from “the influence of developments that could prove more persistent.” The unemployment rate dropped to a 17-year low of 4.1% in…

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What’s Your High-Net-Worth Personality?

Friday, October 27, 2017

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What’s Your High-Net-Worth Personality? Here’s why you need to know As a successful person with big goals, you require truly valuable financial advice that maximizes your ability to achieve your most important personal and professional financial objectives. That means you need to work with professionals who connect with you. Who relate to you. Who understand you well enough to really “get” what you want your money to accomplish and why. To get advice that works, it’s important to understand your own high-net-worth personality so you can select and work with advisors who are an ideal match. What is a high-net-worth…

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Monthly Market Update for September 2017

Thursday, October 12, 2017

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Global Economy: Backward-looking economic signals continue to be positive, with 2Q-17 real gross domestic product (GDP) revised up to 3.1%.  While manufacturing and producer surveys remained positive, core PCE, the Federal Reserve’s preferred measure of price inflation, moved down to 1.3% on a year-over-year basis. The unemployment rate dropped to 4.2% in September, even as nonfarm payrolls unexpectedly declined by 33,000, the first monthly subtraction in seven years.  The impact of hurricanes Harvey and Irma largely explains the drop, which is subject to revision and final reporting.  Average hourly earnings increased by 2.9% year-over-year, matching a post-recession high established in…

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10 Steps to Help Protect Your Identity

Wednesday, September 20, 2017

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Equifax recently announced that between mid-May and July 2017, over 143 million American consumers’ sensitive financial information was exposed. Since Equifax tracks the financial data for so many Americans, there is a high likelihood that your personal information has been exposed. Here are 10 steps to take today to protect yourself. 1. Specifically, for this breach: a. Visit Equifax’s website, www.equifaxsecurity2017.com, and find out if you were exposed by clicking on the “Potential Impact” tab and entering your last name and last 6 digits of your social security number. b. If you find out your information was exposed, follow the…

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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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