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Investment Update

 

2017 - 2016 - ARCHIVE

 

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

 

2016

Health Savings Accounts (HSAs) are not a new development in the healthcare world. However, the way in which they are being used has evolved over the past 12 years and is anticipated to change further under a Trump presidency and Republican-led legislative branch. In this month’s Investment Update, Allison Grebe Lee writes about the possible future of HSAs in 2017.
12/7/2016

 

With equity markets responding favorably to election results, investors need to consider the extent to which economic growth can substantively increase. In this month’s newsletter, Julie Bryan details the role demographics and public debt levels play in gross domestic product (GDP) growth prospects.
11/15/2016

 

In this month’s newsletter, Bill Harris considers the interaction of earnings growth, stock prices and interest rates, and the gravitational pull of market fundamentals when valuations stretch high: “For six straight quarters, US companies’ earnings growth has flagged, yet stock prices have kept gunning along... due in no small part to low, low interest rates, which have helped ramp market momentum since the Great Financial Crisis. In the third quarter, however, rates may have hit their limit.”
10/14/2016

 

Succession planning and estate planning are two essential, complimentary components of mapping out business owners’ financial futures. However, they are often used interchangeably and are confused for each other. In this month’s newsletter we tackle what succession planning is and what estate planning is and how they can work together for a stronger bottom line.
9/12/2016

 

In this month’s newsletter, Bill Harris recaps the second quarter of the year, which saw modest gains across most markets, notwithstanding a jolt in late June as Britain voted to exit the European Union. While the markets seem to have dismissed “Brexit” as a momentary curiosity, Bill calls it a shot across the bow of one of the most powerful trends of the last quarter century: global market integration. Long-term, it matters. 
8/12/2016

 

In this month’s newsletter, Bill Harris recaps the second quarter of the year, which saw modest gains across most markets, notwithstanding a jolt in late June as Britain voted to exit the European Union. While the markets seem to have dismissed “Brexit” as a momentary curiosity, Bill calls it a shot across the bow of one of the most powerful trends of the last quarter century: global market integration. Long-term, it matters. 
7/14/2016

 

As spring turns into summer, college seniors turn into college graduates. They go from final exams and textbooks to high rent and student debt. In light of these savings obstacles, what is the best gift for a newly minted alumnus? Find out in this month’s newsletter as we investigate giving them the gift of extra retirement years. 
6/15/2016

 

While near-term stock prices of energy companies may follow the ebbs and flows of current supply and demand, it could be that companies without a solid strategy to adapt to revolutionary changes under way either will not survive or will experience permanent impairment of their valuation. In this month’s newsletter, we take a look at changes under way in the energy patch.
5/15/2016

 

In this month’s newsletter, Bill Harris recaps financial market performance in the first quarter of the year, which started ugly but finished largely untroubled. Altogether, the environment favored our investment approach, with value stocks beating growth stocks, and quality besting non-quality “by a country mile.”
4/13/2016

 

The Federal Reserve has done some heavy lifting to drive positive economic progress. The hand off to fiscal policy action is needed for economic stimulus going forward. Market volatility and falling interest rates as 2016 begins indicate concerns about headwinds to growth.
3/15/2016

 

The Federal Reserve has done some heavy lifting to drive positive economic progress. The hand off to fiscal policy action is needed for economic stimulus going forward. Market volatility and falling interest rates as 2016 begins indicate concerns about headwinds to growth.
2/15/2016

 

In this month’s newsletter, Bill Harris recaps financial market performance and Fed policy change in 2015: “…the real chandelier-swinging happened back in 2013’s stock and junk bond rallies, and by last year, not much remained in the punch bowl but half-melted ice and a few stray chads of wet confetti.”
1/12
/2016

 

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