Monthly Markets Memo - January 2017

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

Market Update

Another year in the books.  From Brexit to the U.S. Presidential Election, 2016 was a year of surprises, some good, and some bad.  The first half of the year saw volatile swings as concerns about the economy dominated the markets sending them into correction territory. 

Market Minute - January 13, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Dow 20,000

The Dow Jones Industrial Average (Dow) is one of the oldest stock market indices in the world dating back to the late 1800’s.  The index contains 30 stocks of companies from the United States with most of them well known.  The Dow has been approaching the level of 20,000 since late last year, a level it has never reached.  It came within a point of that mark just recently.  Since the Dow contains only 30 stocks it does not provide the best measure of the broad market.  Most institutional investors refer to the Standard & Poor’s 500 when assessing the market. 

Trump Tax Reform Act of 2017?

While last month’s blog focused on Year-End Tax Planning tips, I would like to shift our attention towards the tax reform proposal by President-Elect Donald Trump.  President-Elect Trump offered up several tax proposals on the campaign trail, but his final proposal was released in September 2016.

Monthly Markets Memo - December 2016

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

Market Update

It’s beginning to look a lot like Christmas.  Over the past month we’ve seen different parts of the markets make the naughty or nice list.  U.S. equities indices continue to rally, hitting all-time highs, on the prospects of a Trump Administration bringing about higher growth and lower taxes through new policies and initiatives.

Market Minute - December 8, 2016

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Inflation and Financial Markets

The financial markets have been processing the election results for almost a month now and there have been some notable moves.  We’ve seen sector rotation in the equity market from utilities and consumer staples to more cyclical areas including industrials and financials.  In the bond market, the yield on the 10 year U.S. Treasury has moved up sharply above 2%. This move reflects a change in expectations for GDP growth and inflation.  Inflation has been extremely low since the financial crisis and the market is now starting to reflect higher expectations in the future given the potential large increases in government spending through infrastructure.

Year-End Tax Planning

by Jon Alton

The end of the year is approaching fast, but there is still time for everyone’s favorite topic: saving tax dollars. There’s a lot of things you can do to lower your tax bill before year end. I will briefly cover several topics, but reach out to your Relationship Manager to see if there are other options available or if you would like to learn more about a specific strategy.

Monthly Markets Memo - November 2016

World Money Small.jpgby Dan Zalipski 

Market Update

Well, that was unexpected.  Against all consensus expectations and forecasts, Donald Trump has been elected as the next President of the United States.  The market, expecting a Clinton victory, took notice.  Prior to the election, the month of October was somewhat unusual.  The market seemed less concerned with economic reports and earning releases and seemed to be trading at the mercy of the upcoming election.

Market Minute - November 16, 2016

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Market Volatility

Market volatility has been a popular topic among investors this year.  To start 2016, the S&P 500 lost 8% in the first two weeks for its worst start in history.  Then climbed its way back to only experience another surprise with the Brexit vote in June.  Looking forward, the potential volatility from the results of the presidential election last week have probably only begun to work their way through the financial markets.  This will take time as specific details emerge regarding policies and regulations.

Faith, Family, and Finances

Down the Road Image.jpgWorried about sleep, the election, long-term financial success?  Take a look at these articles and remember Who is in control.

Qualified Charitable Distribution

By Sam Bakou

If… you are 70 ½ years old ... have a traditional IRA... still need to make a Required Minimum Distribution (RMD) before year-end... want to be more charitably engaged... interested in possibly savings some tax dollars... then, you may be in luck.

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