Monthly Insights

"Ideas shape the course of history." -John Maynard Keynes


September 2016 Monthly Insight: Election Edition

Posted by on Thursday, September 15th, 2016 in Investing, Market and Economic Updates, Monthly Insights | 0 comments

As of Labor Day, September 5, there were only 64 days until Election Day.  However, early voting in Tennessee starts Wednesday, October 19, just 44 days after Labor Day weekend signals the end of summer. There are many issues surrounding the presidential election this year – immigration; ISIS; gun control; education; foreign policy regarding China, Israel, and Iran; and the list goes on.  One area that concerns and affects us all is tax policy.  In general, candidates Trump and Clinton seem to be pulling the party line, with Trump coalescing...

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August 2016 Monthly Insight: Happy 4th Memories

Posted by on Monday, August 15th, 2016 in Investing, Market and Economic Updates, Monthly Insights, Personal Finance | 0 comments

Like many of you, Don and I and our families had a wonderful time celebrating the Fourth of July holiday weekend. When I was growing up, the Fourth seemed mostly about barbeques, friends, hanging out at the pool, and fireworks.  It was also always the end-of-season tournament for my little league team, after which I looked forward to our upcoming vacation. Throughout the years, however, we’ve come to better appreciate what Independence Day really means. We have a measure of freedom in our nation few today and even fewer throughout recorded...

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July 2016 Monthly Insight: Brexit!

Posted by on Friday, July 15th, 2016 in Investing, Market and Economic Updates, Monthly Insights | 0 comments

On Friday, June 24, the day after the United Kingdom voted to leave the European Union, we sent out a client update via email.  The theme of our alert was that the “leave” vote took world-wide investors by surprise and investors don’t like surprises.  We also discussed the time frame of the UK’s exit from the EU, which is unlikely to happen for at least two years after Parliament votes to begin the process.  That Parliamentary vote will not take place until this fall, at the earliest.  Thus, the market will continue its...

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June 2016 Monthly Insight: Market Indexes and Benchmarking

Posted by on Wednesday, June 15th, 2016 in Investing, Market and Economic Updates, Monthly Insights | 0 comments

When people talk about “the market,” exactly what are they talking about?  More than likely, they are talking about one of two indexes that are widely reported in mainstream media, financial networks, and many daily publications. These two indexes are the Dow Jones Industrial Average (DJIA) and the S&P 500. Let’s explore both indexes to get a better understanding of exactly what the indexes are reporting. The DJIA and S&P 500 On May 26, 2016, the DJIA celebrated its 120th birthday. Back in May of 1896, journalist...

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May 2016 Monthly Insight: A Special Piece by Nick Murray

Posted by on Sunday, May 15th, 2016 in Investing, Market and Economic Updates, Monthly Insights | 0 comments

This month’s monthly insight features a special edition story by Nick Murray, who is in his 50th year in the profession of financial advice and is one of the industry’s premier speakers and the author of eleven books.  Nick was the 2007 recipient of the Malcolm S. Forbes Public Awareness Award for Excellence in Advancing Financial Understanding. To get a copy of our special report, contact a member of our...

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