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Monthly Market Update for April 2018

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: Uncertainty over trade continues, with no clear direction.  There has been an extension of the exemption on aluminum

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Monthly Market Update for March 2018

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: Uncertainty over trade and instability in the Trump White House were the themes of the month, causing most

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Update from the Recent Fed Meeting

As expected, the Fed increased rates by 25 bps and continues to project two additional rate increases for this year. Policy Normalization on Target: In a unanimous vote, the FOMC voted to raise the target range for the Fed Funds rate to 1.5% to 1.75%. This 25bps hike was well-telegraphed

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Monthly Market Update for February 2018

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 ongoing growth and inflation story took center stage in February, as markets re-priced the potential for overheating.

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Monthly Market Update for January 2018

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 impact of exchange rates on individual economies is becoming increasingly relevant.  As market participants anticipate rising inflation

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Market Volatility

The last several trading days have reminded us that equity markets do in fact have volatility.  This volatility in the near-term can be very unsettling for us as investors.  Warren Buffet made a famous statement concerning the markets, “In the short run, the market is a voting machine, but in

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Tax Reform – Impact on the Economy and Taxpayers

Summary Impact on Economy – Short-term improvement in GDP, long-term impact unclear Impact on Corporations – Highest tax payers experience greatest benefit, highly leveraged businesses may suffer Impact on Individuals – It depends on specific circumstances History and Background: The Republican-led Congress passed, and the President has now signed into

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Monthly Market Update for December 2017

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: President Trump signed into law the Tax Cuts and Jobs Act, the most sweeping change to our nation’s

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Year-end Planning Opportunities

Recently, congress passed the biggest overhaul of the tax code since 1986. As far as year-end planning, here are a few reminders on planning opportunities: Ordinary Income – in situations where you have flexibility to control the timing between 2017 and 2018, in most cases recognizing this next year will

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December 12th and 13th FOMC Meeting Follow-Up

Policy Normalization on Target:  Despite a pair of more dovish dissenters, the FOMC voted to raise the target range for the Fed Funds rate to 1.25% to 1.50%.  This 25 bps hike was well-telegraphed and completely expected by the market, with a recent implied probability of action very near 100%. 

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Monthly Market Update for November 2017

Global Economy: An active month saw both the House and the Senate narrowly passing tax reform measures, while the President formally nominated the next Fed Chair. Tax reform is not a done deal, as Congressional leaders will attempt to come up with a compromise that will suit both chambers. Valuations

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Monthly Market Update for October 2017

Global Economy: Common measures of US economic health continue to be positive, with 3Q-17 real gross domestic product (GDP) initially estimated at 3.0%.  Surveys around consumer sentiment and manufacturing ended at multi-year highs, and retail sales posted the best month-over-month results in two and a half years.  That said, Core

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