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11
Monthly Market Update - April 2015
International stock markets posted strong returns in April 2015. Read the full market update from our investment research team to see more about returns and performance this past month.

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Posted in: Market Commentary
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05
SAVANTalk - Q4 2014

This Issue Includes:

  • What Happened in 2014?
  • 2015 Outlook: Global Crossroads
  • 5 Things We Learned Last Year (And Still Can in 2015)
  • A New Year Brings a New Way to Budget: Calibrate Your Spending for Retirement

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Posted in: Newsletter
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17
What Do Bears, Bulls, Donkeys and Elephants Have in Common?
Every two years, shortly after election time, investors often ask if the stock market and politics are related. Having just made it through midterm elections,there will be a short break before we begin hearing about the 2016 Presidential election, and politics will again dominate the headlines.

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Posted in: Market Commentary
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16
Monthly Market Update - September 2014
Most major indices declined in September, as looming geopolitical tensions and a pessimistic outlook for global growth attributed to the selloff. Despite this pessimism, strong U.S. economic data continued, including an upward revision to second quarter real GDP growth and a decline in the unemployment rate.

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Posted in: Market Commentary
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02
A PIMCO Update
On September 26th, co-founder and Chief Investment Officer (CIO) Bill Gross abruptly left PIMCO for another asset manager (Janus) to start a new bond strategy. It was widely known that Bill Gross, being seventy years old, would retire sometime in the coming years, and succession planning was underway. However, this announcement was unexpected and comes on the heels of other personnel changes at PIMCO this year. As we wrote in a previous commentary, significant changes in leadership have placed this firm on our Investment Committee’s watch list. We are actively monitoring the changes within the firm and any potential impact on fund performance.

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Posted in: Article
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11
Inflation Update: The Components of the Consumer Price Index

Overall U.S. inflation over the past year (as of 5/31/14) has been a moderate 2.1%, below the long-term average, of 3.0%. This is a national average, and it will feel very different depending on your buying habits as well as the region you are in.

In general, though, if you are paying for a college education, hospital services, or eating a lot of protein (meat/fish/eggs), you have probably noticed the higher prices. On the other hand, if you are in the market for a new TV, computer, or toys, you are likely to find a lower price this year.

This graphic provides a look under the hood at the breakdown of price changes on goods and services in the U.S. over the past year.

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Posted in: Market Commentary
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06
Mid-Year Update

Similar to the television ratings of World Cup soccer matches, global markets ended the second quarter of 2014 on an upswing. The World Cup, a quadrennial (every 4 years) tournament, has billions of soccer fans around the globe cheering for their home countries. At the same time, global stock and bond returns have global investors cheering when they review their mid-year statements. There are several themes at work this year that have driven solid returns for most asset classes.

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Posted in: Market Commentary
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23
Quarterly 2014 Market Update Webinar
The second quarter of 2014 presented investors with several surprises, but all major asset classes posted positive returns. Take a moment to listen to...

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Gina Beall, Market Update, 2nd Quarter, Investment research
Posted in: Videos
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17
What is the largest e-commerce company on earth?

Alibaba Group (ticker: BABA) is a Chinese e-commerce business, founded in 1999, that has grown to become one of the largest businesses worldwide. Altogether, it features close to a billion products which makes it easy to understand why it is one of the 20 most-visited websites in the world. Alibaba could end up as the largest IPO (initial public offering) in global history when it debuts on the NYSE August 8th (8 is considered a lucky number in Chinese culture), yet it remains a mystery to most investors, businesses, and consumers located outside China.

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Posted in: Market Commentary
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13
Monthly Market Update - May 2014

Investors who listened to the “sell in May and go away” advice missed out! Global markets provided substantial returns, even as investors digested mixed corporate earnings and a decline in first quarter U.S. real GDP. The S&P 500 reached new all-time highs, rallying 2.3% for the month. U.S. small stocks, up 0.8%, continued to lag U.S. large cap stocks. International developed stocks did well (up 1.6%), while a rebound in China contributed to a considerable 3.5% gain in emerging markets, advancing the index into positive territory for the year. Even fixed income securities posted above-average returns. Inflation-protected bonds (TIPS) led the way, gaining 2.1%, and international bonds climbed 0.7%. On the alternatives side, commodities disappointed investors with a 2.9% decline, but lower interest rates helped fuel a 2.7% gain in Global REITs. Overall, despite less than ideal economic data, market optimism remains high.

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Posted in: Market Commentary
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