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Monthly Market Update for July 2016

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: There was a positive tone to US economic data in July as higher wages and rising equity values

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Monthly Market Update for June 2016

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: Recent economic data displayed underlying strength in consumer spending buoyed by strong employment gains.  In its final reading

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Brexit – Update on Markets

The United Kingdom voted to end its 43 years of membership with the European Union. The margin was 51.9% to 48.1%.  U.K. Prime Minister, David Cameron, announced he will resign but will stay until October. Short-term, we anticipate market volatility will be high in the aftermath of this result.  The

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Monthly Market Update for May 2016

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: US economic data was mixed as positives from robust consumer spending and the stabilizing US housing markets was

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Monthly Market Update for April 2016

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 moderate pace of economic growth during the fourth quarter of last year spilled over into the first

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Monthly Market Update for March 2016

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 US economy continued down the path of slow but steady growth.  A string of economic reports showed

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Monthly Market Update for February 2016

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: Recent economic data displayed underlying strength in consumer spending.  US households increased spending against a backdrop of solid

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Monthly Market Update for January 2016

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 economy showed a mixed bag of data in January as the nation’s industrial sector has been in

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Special Market Update

We write to you on the heels of one of the worst winter snow storms on record which impacted approximately one third of U.S. residents.  First and foremost, our thoughts go out to all those dealing with the aftermath of this deadly storm.  It feels like just last month given

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Update on Hedged Equity Strategies

The week ending December 11, 2015 witnessed the return of volatility on Wall Street with the S&P 500 ending its worst week since August with concern about declining commodity prices and the first U.S. interest rate hike in nearly a decade. In our last post, we reviewed thoughts on making

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Making Money in a Sideways Market

Consensus forecasts, including our own, are for financial markets to offer below historical level market returns over the mid-term (next 5-7 years).  This year has been an example of this theme with the S&P 500 up 3.4% and the Barclays Aggregate bond index up 0.68% through November 20th. With this

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Monthly Market Update for October 2015

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: U.S. economic activity gained momentum driven by strong consumer and business demand even as weak global sales held

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