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Market Commentary

Weekly Market Commentary June 26, 2017

The S&P 500 Index broke out to all-time highs on Monday, only to be dragged down by the fall in oil prices. Monday’s gains were large enough to overcome the rest of the week and major markets finished higher. The S&P 500, the MSCI All Country World Index, and the Bloomberg BarCap U.S. Bond Index all managed to rise 0.2%. Investors, concerned about the Federal Reserve raising rates too quickly, continue to push long-term bond rates lower.

Oil has declined more than 20% since mid-February, primarily due to the strong rebound in the U.S. shale oil drilling and production. U.S. crude oil production now stands at more than 9.3 million barrels a day, near the August 2015 high. The global supply glut continues to be a key concern.

Internationally, MSCI finally decided to include China’s A-shares in its emerging market index. The move validates the country’s recent attempts to build greater liquidity into its stock exchanges in. Previously, only Chinese companies listed in Hong Kong or non-Chinese exchangers were included in the index.

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Market Commentary

Weekly Market Commentary June 26, 2017

The S&P 500 Index broke out to all-time highs on Monday, only to be dragged down by the fall in oil prices. Monday’s gains were large enough to overcome the rest of the week and major markets finished higher. The S&P 500, the MSCI All Country World Index, and the Bloomberg BarCap U.S. Bond Index all managed to rise 0.2%. Investors, concerned about the Federal Reserve raising rates too quickly, continue to push long-term bond rates lower.

Read more

Blog

Three Reasons to Consider Active Management

Published by Brett Carson

Trends are pervasive in our culture, and the investment world is no different. The latest is the move towards passive investing using low-cost ETFs. Essentially, the argument is that nobody can consistently beat the overall market, so you’re better off owning a cheap index fund with the aim of just keeping pace with it. Read more

Market Commentary

Weekly Market Commentary June 19, 2017

Global markets stayed steady during a week where the Federal Reserve behaved as expected and Amazon.com surprised markets with acquisition news. The S&P 500 inched up 0.1%. The MSCI All Country World Index slid 0.5% and the Bloomberg BarCap U.S. Aggregate Bond Index edged 0.2% higher.

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Blog

What is goals-based planning?

“A goal without a plan is just a wish.”

Is there something you’ve always wanted to do but still haven’t done it? Maybe time constraints are holding you back or you are unsure if your financial resources will accommodate your plans. Or maybe, like a lot of people we meet, you haven’t taken the time to really think about what you want. Read more

Market Commentary

Weekly Market Commentary June 12, 2017

Geopolitics took center stage this week. The diplomatic crisis in Qatar, a terror attack in London, parliamentary elections in the United Kingdom, and former FBI director James Comey’s testimony all moved investment prices. Global markets weathered the barrage fairly well. The S&P 500 fell 0.3%. The MSCI All Country World Index slid 0.5% and the Bloomberg BarCap U.S. Aggregate Bond Index edged 0.2% lower.

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Monthly Newsletters

June Monthly Newsletter – “Supercharged” Charitable Giving with Retirement Assets

Many people are charitably inclined and take advantage of charitable giving during their life. Most people know that as a general rule you can deduct up to 50% of your Adjusted Gross Income annually for charitable gifts to qualified organizations[1] – quite a significant tax advantage you can use to reduce your annual income for tax planning purposes. Read more

Market Commentary

Weekly Market Commentary June 5, 2017

Global stock markets continued to hit new highs. The S&P 500 eclipsed its previous high and rose 1.0% for the week. Global stocks also hit new highs as the MSCI All Country World Index rose 1.1%. Bonds posted healthy gains, rising 0.5% as reflected by the Bloomberg BarCap U.S. Aggregate Bond Index.

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Market Commentary

Weekly Market Commentary June 5, 2017

Global stock markets continued to hit new highs. The S&P 500 eclipsed its previous high and rose 1.0% for the week. Global stocks also hit new highs as the MSCI All Country World Index rose 1.1%. Bonds posted healthy gains, rising 0.5% as reflected by the Bloomberg BarCap U.S. Aggregate Bond Index.

Read more

Market Commentary

Weekly Market Commentary June 5, 2017

Global stock markets continued to hit new highs. The S&P 500 eclipsed its previous high and rose 1.0% for the week. Global stocks also hit new highs as the MSCI All Country World Index rose 1.1%. Bonds posted healthy gains, rising 0.5% as reflected by the Bloomberg BarCap U.S. Aggregate Bond Index.

Read more