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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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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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Succession Planning at the Conway Center for Family Business

Friday, October 5, 2018

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This week, I had the pleasure of speaking with local business owners and members of the Conway Center for Family Business. My associates and I have enjoyed being Service Providers at the Conway Center for over a decade. My presentation led me to reflect on why business owners are such a key focus for us. As a business owner myself, I have great respect and affinity for those who embark on such a journey. I enjoy seeing successful business owners envisioning the future they want, creating a plan to attack it, and working tirelessly to get there. This week’s discussion…

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Sept 25th and 26th FOMC Meeting Notes

Thursday, September 27, 2018

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Please find our latest blog following yesterday’s FOMC announcement to raise the target range for the Fed Funds rate 25bps to 2.00%-2.25% (as expected). Policy Normalization on Target In a unanimous vote, the FOMC voted to raise the target range for the Fed Funds rate to 2.00% to 2.25%. As has been the case for recent changes, this 25 bps hike was well-telegraphed and completely expected by the market, with a recent implied probability of action of effectively 100%.  Beyond rate increases, the quantitative tightening policy that began reducing the Fed’s $4.5 trillion stockpile of assets in 4Q-17 will increase…

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Monthly Market Update for July

Tuesday, August 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: July was filled with plenty of generally positive economic news, but there were some notable challenges.  For example, Facebook lost $119 billion in market value, the largest single day loss in history, after a disappointing quarterly call.  Trade turmoil continued, with no clear resolution on the horizon despite a successful meeting between the US and the European Union (EU). The Federal Open Market Committee (FOMC) met at the…

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Monthly Market Update for June

Thursday, July 12, 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: June was an active month with a number of geopolitical and trade policy headlines, but no definitive outcomes. The summit between North Korea and the US was a step toward increasing communication and cooperation between the countries, but measurable action is not assured. The issue of global trade continues to weigh on markets, as leaders of China and the US escalate tariff rhetoric. Even traditional American allies, including…

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Monthly Market Update for May

Wednesday, June 13, 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: The month of May brought the withdrawal of the US from the Iran Nuclear agreement, the end of the exemption on steel and aluminum tariffs for key US allies, and no noticeable progress on a revision to the North American Free Trade Agreement (NAFTA). After a series of on-again / off-again communications, the leaders of the US and North Korea now appear set to meet in Singapore on…

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