July 2018

Maintaining Finances with Technology

Technology Image.jpg by Matthew Emerson

Dependence on technology grows more and more every day with no end in sight.  Whether it is for work or personal, a study from the Nielsen Company says that the average American spends nearly 11 hours a day using various forms of technology.  Between computers, tablets, smartphones, smart watches, televisions and more, it is easy to watch this number accumulate daily.  As technology has grown and expanded, the way it interacts with finance has evolved as well. 

Monthly Markets Memo - July 2018

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

The U.S. equity markets moved higher over the past month.  They found support in economic reports on expanding manufacturing and service sector activity, strong retail sales, and a positive employment report.  Fixed income trimmed their year-to-date losses as investors sought out safety from trade related headline risk.  International markets continue to struggle this year as trade-related concerns and a stronger dollar continue to weigh on the space.  The trade issue has also spilled over in to commodities, which have suffered a recent price collapse as fears of a global slowdown continue to build.  

Monthly Markets Memo - July 2018

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

The U.S. equity markets moved higher over the past month.  They found support in economic reports on expanding manufacturing and service sector activity, strong retail sales, and a positive employment report.  Fixed income trimmed their year-to-date losses as investors sought out safety from trade related headline risk.  International markets continue to struggle this year as trade-related concerns and a stronger dollar continue to weigh on the space.  The trade issue has also spilled over in to commodities, which have suffered a recent price collapse as fears of a global slowdown continue to build.  

Avoid the Scams

Scan Alert Image.jpg by Jonathan Alton, CFP®

Now that we’re well past peak tax season, it’s the perfect time to lay back, relax, and possibly fall for a scam phone call asking for a tax debt you “owe.” These tax scams really do happen, and it’s important that you stay vigilant and know how to differentiate a scam from a real IRS contact.

Market Minute - July 17, 2018

by Scott Rosenquist, CFA

2018 FIRST HALF RECAP

The first half of 2018 is behind us and it already has been a busy year in the financial markets both domestically and internationally. 

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