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- 2017 Market Outlook Update - Q2 Wealth Management Webinar
A video review and update of the financial market outlook for Q2 2017. - Perspectives & Planning: Spring 2017
Despite a preponderance of encouraging economic data, Q1 GDP appears likely to be lackluster and in the vicinity of 1.5%. A weak winter quarter has been more or less the norm in recent years with weather providing a convenient excuse. However, this year’s mild winter leaves us somewhat perplexed. After powering the economy in the back half of 2016 shoppers took a break, as consumer spending has been virtually stagnant in the early months of 2017. - A Roadmap to Your Happy Retirement
When crafting a financial plan for retirement, you should assess your goals, identify income streams and determine your future needs and options. - 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%.
