Category Archives: Uncategorized

Weekly Economic Update

Economic Update 2-02-2015 Economic data was highlighted by the conclusion of the FOMC meeting (status quo), GDP for Q4 was slightly weaker than expected, and housing numbers were mixed. Consumer confidence, however, on the heels of cheap gasoline, reached new … Continue reading

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Weekly Economic Update

Economic Update 1-22-2015 In a full week of economic releases, retail sales were somewhat disappointing (although cheap gasoline exacerbated the poor result), inflation declined dramatically due to cheaper energy costs, while sentiment improved to much higher levels. Domestic equity markets … Continue reading

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LSA Portfolio Revisions

  ** TRADE DATE SCHEDULED FOR Thursday, January 15th, 2015! ** Jackson National VA – Posted Jackson Nation Elite Access – Posted ING VUL – Posted ING GoldenSelect – Posted ING Select Advantage – Posted Jefferson National – Posted Protective … Continue reading

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Chart of the Week: Happy Holidays for the US Economy?

Chart of the Week: Percent Change in Retail and Food Services Sales Coinciding with other recent positive economic data reports, total US retail sales showed a year-over-year increase of a robust 5.1 percent. This is highlighted by a month-over-month rise of … Continue reading

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Chart of the Week: US Manufacturing Renaissance

Chart of the Week: The U.S. Manufacturing Renaissance   Despite the negative sentiment coming from the media, US manufacturing activity is at better than three year highs with no signs of slowdown. Although this sparks more optimism for the U.S. … Continue reading

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2014 Estimated Capital Gains Announcement

2014 Estimated Capital Gains   For your reference, we have compiled a fund list of the year-end capital gains distributions in our models. If you are looking to trade client accounts around those distributions, we are in the process of … Continue reading

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Talking Points for Your Clients on the Recent Market Volatility

We normally (and still) don’t generally react to day-to-day market movements—in fact, as I write this, markets have fallen and reversed on the order of 1.5%.  But, as clients often see negative headlines first and call their advisor second, we … Continue reading

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The ‘Bond King’ Jumps Ship

In breaking news this morning, Bill Gross is leaving the company he founded for Janus Capital Group. Click here for article

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Weekly Economic Update

Economic Update 9-15-2014 Aside from the FOMC meeting—where language was scrutinized but little actually changed—the economic week was mixed. Several regional economic indexes came in with positive results, inflation was virtually unchanged and housing results were a bit disappointing relative … Continue reading

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LSA PORTFOLIO TRADE DAY

PORTFOLIO TRADE DAY!  TODAY (FRIDAY, SEPTEMBER 5th, 2014) is trade day for the LSA models listed below.  Please login to the LSA site to view all changes:   Revisions are NOW POSTED today, September 3, 2014. Private Client (Not Traditional) … Continue reading

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Weekly Economic Update

A busy week of economic data releases boosted by an upward revised Q2 real GDP growth rate, a double-digit monthly gain of durable goods orders in July and better than expected consumer confidence going into the back-to-school shopping season. Mixed … Continue reading

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Fed Note

Fed Note: The Federal Reserve Open Market Committee completed their two-day April meeting today, with no real surprises.  As many expected, the group announced an additional tapering amount of $10 bil./month, which now lowers the monthly treasuries and mortgage-backed securities … Continue reading

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