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  • investment

    Investment Themes to Consider for the Remainder of 2016

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...

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  • election

    How Will this Election Affect the Stock Market?

    With the national political party conventions now behind us, many investors and financial advisors have been asking us for our prediction on whom we believe will likely occupy the Oval Office for the next four (and possibly eight) years and the likely impact on the economy and stock market of such a victory. ...

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  • stocks

    U.S. Stocks hit Record Highs….now what?

    The S&P 500 index (S&P 500) and the Dow Jones Industrial Average (Dow) both hit record highs on July 12, 2016 with the S&P 500 reaching 2,152.14 and the Dow climbing to 18,347.67. While some were celebrating these new highs and the extent of this current secular bull market run following the market meltdown of 2008 and ensuing “great recession”, others are concerned that this bull market run may now be a little long in the tooth and that current market valuations may be too high. ...

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  • happy

    Happy Fourth of July!

    What It Means to Be an American To believe in the promise of a better tomorrow, and stand united in our efforts to give a peaceful nation to our children......

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Market Commentaries

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  • Markets Remain Remarkably Quiet…for Now

    Record low levels of volatility persisted into yet another week with U.S. and emerging markets finishing essentially flat and developed international markets posting a slight drop of 0.6%. The performance of the U.S. market was driven by gains in value stocks of 0.4% being partially offset by losses in growth stocks of 0.2%, as measured by the Russell 1000 Value and Growth Indexes respectively....

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  • Stocks Further their Advance as Earnings Season Wraps Up

    In another week of low volatility that saw no daily price changes exceed 1%, the S&P 500 Index posted a meager gain of 0.1%. International developed markets* exhibited the strongest performance with a 2.9% weekly gain and are now up 2.3% for the year. ...

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  • U.S. Stocks March Forward as Economic Data Remains Strong

    The S&P 500 Index edged up half of one percentage point last week as volatility picked up slightly but remained well below historical averages. U.S. Stocks are now up 8.2% (when measured by the S&P 500 Index) and/or 8.1% (when measured by the Dow Jones Industrial Average) this year. ...

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  • Federal Reserve Maintains Rates, U.S. GDP Disappoints and International Stocks Post Gains

    U.S. stocks sold off slightly last week with the S&P 500 index losing 0.05% and the Dow Jones Industrial Average falling 0.75%. Conversely, International Developed markets outpaced both U.S. stocks and international emerging markets with gains in the MSCI EAFE Index of 2.4% versus the 0.5% increase in the MSCI Emerging Markets Index. ...

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