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Investment Update

 

2018 - 2017 - ARCHIVE

 

2018

The 2018 Social Security Trustees Annual Report was recently released and the news media outlets have been in overdrive reporting on the findings. This month Allen Trust Company’s Financial Planner, Allison Grebe Lee, discusses the recently released Social Security Trustees Annual Report and answers a few questions about what it all means.
6/15/2018

 

Notwithstanding the potential economic risks, both U.S. and global manufacturing output have remained in a solid long-run growth trend, and U.S. inflation has remained modest. This month Allen Trust Company’s Senior Portfolio Manager, Julie Bryan, CFA, discusses U.S. economic trends and views on asset allocation.
5/15/2018

 

The new Tax Cuts and Jobs Act has created several new challenges and opportunities. This month Allen Trust Company’s Tax Specialist, Stephen Paul, CPA, discusses the Act and some of the implications for Required Minimum Distributions (RMDs), charitable donations, and Roth IRA conversions.
4/15/2018

 

Through the first half of March it is now clear that increased volatility in financial markets is a constant to take into account and balance as part of our investment considerations. While we acknowledge that risk factors are higher, volatility on its own does not give us pause. We remain focused on long-term investment opportunities. This month, Julio Quinteros discusses the rise in volatility and resulting ebb and flow of markets. Despite higher volatility, we remain grounded in our investment approach.
3/15/2018

 

2018 has begun with increasing volatility in the financial markets. Global economic growth has increased at the same time that upside interest rate risk is rumbling. This creates both opportunities and increasing risks around the world. While volatility in the financial markets was subdued in 2017, 2018 has begun with a bang. This month, Julie Bryan discusses some of the levers that may drive continued volatility in the equity and fixed income markets going forward.
2/15/2018

 

Join Allison Grebe Lee as she dips into the new Tax Cuts and Jobs Act of 2017. Highlighted topics include the new estate tax exclusion, gift tax exclusion, charitable donations, and 529 plan changes. In addition, an expansion to the Allen Trust Company/Allen Capital Management tax team is announced in this month’s issue.
1/15/2018

 

2017

Bitcoin and cryptocurrencies have entrenched themselves as front and center topics that are reaching an ever broader audience as new highs in cryptocurrency values are breached. Although crypto assets receive headline attention, we see the underlying blockchain technology as the more important driver for long-term investments in tech. This month, Julio Quinteros discusses the rapid ascent of crypto assets and blockchain. His focus is on the long-term impact that blockchain could have on Tech investments.
12/15/2017

 

As 2017 comes to a close, the transformation of the retail landscape might be considered a fait accompli: Amazon simply moves to cause one pawn after the next to disappear from the chessboard. While on the surface this appears to be the cause of significant retail woes, the reality is more complicated. This month, Julie Bryan discusses her view on Holiday 2017 retail sales, as well as how retail may evolve over the coming years.
11/15/2017

 

With just weeks left until the holiday whirl begins and thoughts turn to giving and receiving, now is the time to start working on a strong gift giving strategy. A fully developed gifting plan requires due diligence and advance planning. Allison Grebe Lee provides suggestions for giving (and getting) the most value for your charitable contributions. From financial research websites to digging deeper into charities’ expense ratios to tips for giving generously of not only money but time, this month’s Investment Update provides a brief framework for donating wisely.

10/15/2017

 

The U.S. stock and bond markets have continued to deliver solid returns year to date. This follows logically in what has been a steadily firming global economic recovery. That being said, this recovery is different – public debt, demographics, and income inequality are impacting its course. In this month’s newsletter, Julie Bryan discusses both her take on what this particular recovery means for corporate America and what some companies are doing in response.

9/15/2017

 

Start the school year off by brushing up on your financial education. In this month’s Investment Update, Allison Grebe Lee includes a short list of reference and easy-to-follow books to help you on your financial journey.

8/15/2017

 

Slow, steady, stable global growth which has broadened geographically was just the right overlay for investor confidence in the second quarter 2017. Coupled with low interest rates, financial markets have benefitted. In this month’s newsletter, Julie Bryan reviews second quarter asset class results and our outlook for financial asset valuations in the second half of 2017.
7/15/2017

 

As we reach midyear 2017, the economic, political, and social data points can be viewed as both reassuring and unsettling at the same time. In this month’s newsletter, Julie Bryan looks into global economic progress and the impact that companies at the top of the “corporate commanding heights” could have going forward.
6/15/2017

 

With global economic growth soldiering on amid all the political and geopolitical tensions, financial assets responded favorably overall for the first quarter 2017. In this month’s newsletter, Julie Bryan details first quarter asset class returns and looks ahead to the prospects for continued economic growth, as well as cautionary indicators for further financial asset gains.
4/15/2017

 

With global economic growth soldiering on amid all the political and geopolitical tensions, financial assets responded favorably overall for the first quarter 2017. In this month’s newsletter, Julie Bryan details first quarter asset class returns and looks ahead to the prospects for continued economic growth, as well as cautionary indicators for further financial asset gains.
4/15/2017

 

With financial asset valuations looking rich, investors may be well served by planning for an increased range of economic and political outcomes. In this month’s newsletter, Julie Bryan considers the conditions for which “animal spirits” could drive markets yet higher or not.
3/15/2017

 

Are you still looking for that perfect Valentine’s Day gift for your sweetheart? Not sure how to make the romance of the holiday last forever? Find out in this month’s newsletter as we give a few tips regarding financial peace of mind for the special someone in your life.
2/14/2017

 

The Winds of Change: With political, economic, and monetary underpinnings for financial markets in transition, investors will be faced with an array of questions to ponder as 2017 unfolds. In January’s newsletter, Julie Bryan reviews 2016 results and discusses a key area of focus investors may want to consider when evaluating the potential for financial markets in 2017.
1/15/2017

 

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