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18Jan2017
by Bryan Ward, CFP®, CIMA® in Economic Updates

It’s a new year and there is a new government regime taking over. With it comes new guesses on what lies ahead. Below are some key takeaways and areas that we will be monitoring throughout 2017. INFLATION The new administration is promising an economic expansion through tax reform and infrastructure spending. The recent rally may

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01Nov2016
by Bryan Ward, CFP®, CIMA® in Investments, Risk Management, Strategies

Trump vs. Clinton and The Financial Markets By Bryan Ward, CFP® CIMA® Before we get into what to expect from the post-election results, let us first just recap the past quarter. Markets quickly shrugged off the initial shock of BREXIT in the later part of June. Concerns of an interest rate hike diminished over the

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16Aug2016
by Bryan Ward, CFP®, CIMA® in Economic Updates, International Markets, Investments

So here we are coming to the end of another earnings season. I thought this would be a good time to shoot out a quick update on the market and some of the things we are keeping an eye on. Corporate Earnings Update: At the end of the day, it is how profitable a company

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05Jul2016
by Featured Author in Current Tax & Finance News, Economic Updates, International Markets, Investments

Brexit Market Commentary June 29, 2016 England’s decision to abandon the European Union will rank among the most seismic geopolitical events of our time. While we were surprised that the “Leave” faction prevailed in Friday’s referendum we were nonetheless prepared for it. While we would not underestimate Brexit’s significance as a rejection of the very

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21Jun2016
by Bryan Ward, CFP®, CIMA® in Trivia

Which fast food chain is the largest in the world by number of locations? What is the largest in sales? A) KFC B) McDonald’s C) Subway D) Pizza Hut Answer Part 1. C) Subway. Yes that is right Subway tops the list with more than 44,000 locations in over 110 country’s. It also is #1

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