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- 2017 Market Outlook - January Wealth Management Webinar
A video review of the 2016 financial markets and discussion on the outlook for 2017. - Perspectives & Planning: Winter 2017
Despite a poor start in 2016, both the economy and financial markets shrugged off a string of major political shocks from Brexit to the election of Donald Trump, and turned in a solid performance for the full year. We begin 2017 on an optimistic note. After barely advancing more than 1% in the first half of 2016, U.S. GDP grew at a robust 3.5% annualized pace in the third quarter and likely increased better than 2% in the final quarter of 2016. For the full year, GDP is likely to have grown around 2%, or in line with the trend of recent years. - Are you on target to meet your financial goals?
Are you on target to meet your retirement goals? Half of all American workers don’t know how much money they will need to retire comfortably. A strong financial plan can help you juggle challenges and keep you on track towards meeting your long-term goals. Here are some tips for getting your retirement plan on target. - 5 Tips to Save on Estate Taxes
With tax season approaching, there are a number of techniques you should consider to help you save on your estate taxes. - Will Your Business Survive Without You?
Did you know that only 30% of family businesses are successfully passed on to the second generation? - Cyber Security Planning
Is cyber security topping your list of concerns? Not likely – you might know this needs attention, but cyber security probably doesn’t make your list until something happens. For instance you receive an aggressive phone call from someone who identifies themselves as an IRS agent saying pay up or be arrested, or an e-mail pops up with a suspicious looking link, or a letter from your credit card company arrives in the mail asking you to verify a series of purchases from places you have never been. - Fall 2016 Perspectives and Planning
How is the U.S. economy performing this year? In this political season, it depends on who you ask and which data you look at. GDP remained sluggish in the first half of 2016 and averaged just 1.0% annualized for three consecutive quarters, including the final quarter of 2015. However, growth has perked up to approximately 2.5% - 3.0% in the September quarter. Overall, we have trimmed our full year 2016 GDP growth forecast to a range of 1.5% - 2.0% growth from a prior range of 2.0% - 2.5%. - Market Volatility: Another Good Reason for a Year-End Review
A year-end portfolio review provides an opportunity to take a thoughtful look back with a financial advisor before planning ahead. This article will help you prepare to take a closer look at your asset allocation. - Questions to Ask When Drafting an Estate Plan
Discover why a sound financial plan should include trust and estate planning. - The Impact of the Brexit Vote
The impact of the Brexit vote on equity markets was short-lived as investors resumed buying equities a mere 3 trading sessions after the historic vote. The FTSE 100, which consists of large multinational corporations trading in London ended the week following the vote about 5% above pre-referendum levels, and most equity markets rallied back substantially from the lows set in the trading sessions immediately following the vote.
