Research & Market Insights Market Insights

04.16 2014

Transferring Your Wisdom and Wealth

Successfully transferring wealth to your heirs is a challenging but priceless undertaking. It is the result of careful, thoughtful planning and should not be taken lightly. As we work with our clients to craft their estate plans, we face many challenges together. The following are some of the more important things to consider while making…

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04.09 2014

Spring Your Retirement Plan Into Action

We work our way through the seasons, longing for the carefree days of spring, when friends and family invite us to slow down, relax, and play. Whether sailing, swaying in a hammock, or chasing a little white ball down an emerald green fairway, spring is life’s dress rehearsal for retirement. Spring vacations transport us to…

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04.02 2014

How to Successfully Plan a Family Business Transition

Succession planning can be an uncomfortable subject to address, but it is an incredibly important priority for any family-run business. Unfortunately, fewer than 20 percent of our country’s family businesses engage counsel of any kind to assist them with succession planning, while over one-third of our nation’s businesses are forecasting a succession event within the…

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03.19 2014

February 2014 Commentary

Economic Backdrop In its latest outlook, the International Monetary Fund recently highlighted expectations of stronger growth in 2014 while recognizing that economic output is below potential and downside risks remain in many nations that should keep global central bank policy accommodative. The U.S. Federal Open Market Committee did not meet in February after welcoming Dr….

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02.24 2014

January 2014 Commentary

Economic Backdrop The monetary policies of global central banks remain accommodative and are expected to continue as such, while global growth builds momentum. According to the International Monetary Fund (IMF), global activity increased in the second half of 2013, receiving a boost from higher inventory demand. Expectations from the IMF of 2014 growth are an…

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02.11 2014

What is a Trust?

A Brief History of Trusts In the years of the Crusades, the Crusaders often left their property to be used and protected by somebody while they were off fighting in the Crusades. This situation was often referred to as the “use.” Later, the word “trust” came into being because, after all, the question arose as…

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01.17 2014

4th Quarter 2013 Market Commentary

Economy US economic data trended in positive territory for the better part of Q4. The Citigroup Economic Surprise Index (CESI) declined into negative territory briefly during the month of November before trending sharply upwards and well into positive territory to end the year. Consumer sentiment indicators trended higher throughout the quarter. Both Consumer Confidence and…

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12.23 2013

Jeff Kanaly on Money Matters with Christopher Hensley

On December 20th, Jeff Kanaly appeared on Money Matters with Christopher Hensley.  He answers the question on how does one make good financial decisions in a world dominated by risk and uncertainty. Listen to the segment Disclosures This material represents an assessment of the market environment at a specific point in time and is not…

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12.11 2013

November 2013 Market Commentary

Economy US economic data trended in mostly positive territory for the month. The Citigroup Economic Surprise Index (CESI) drifted in a fairly narrow range following a sharp decline in preceding months. However, the CESI remains in slightly positive territory as many economic indicators have been in line or slightly exceeded expectations. Following the government shutdown…

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11.15 2013

October 2013 Market Commentary

Economy With the government shutdown at the forefront of headlines during the first half of October, US economic data appeared to trend in a mostly negative direction for much of the month.  The Citigroup Economic Surprise Index (CESI) traced noticeably higher during Q3, but sharply reversed in early October.  The index touched negative territory in…

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