Insights
White Papers
Financial Planning and Divorce
It is in tumultuous times like a divorce, that a good financial planner can make a world of difference.
Portfolio Volatility: Friend or Foe?
Understand the impact different investment returns can have on your outcomes.
Identity Theft: Safeguarding Your Reputation and Resources
We highlight the issue of identity theft, acquaint you with practical suggestions, and present you with specific steps to take in the event of an identity fraud incident.
Economic Commentary
2018 Mid-Year Economic Review and Outlook
We typically distribute this report at the time of the quarterly GDP release, but the delay worked to our advantage. In addition to reporting the fastest quarterly economic growth in four years, the Bureau of Economic Analysis revised several years of recent economic data and “found” $3 trillion of previously unreported income. The revision is a game-changer as it relates to perspectives on the status of the consumer, which is a critical input to future GDP growth.
2018 Q1 Economic Review and Outlook
In the fourth quarter, the economy expanded by 2.6% bringing real, annualized GDP growth to 2.3% in 2017. In many ways, 2017 was a prototypical post-Financial Crisis year with regards to economic growth. A weak first quarter gave way to stronger growth in the back half of the year, resulting in a good, but not a great year for the economy.
2017 Mid-Year Economic Review and Outlook
The economy expanded at a real, annualized rate of 2.6% in the second quarter, while first quarter growth was revised down to 1.2% (vs. the previous estimate of 1.4%). The expansion was in line with analyst expectations from the beginning of the quarter and consistent with the post-Financial Crisis pattern of weak first quarters followed by stronger growth in the second quarter.