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Hedge Fund Challenges are an Opportunity for Investors to Reevaluate

Posted on November 2nd, 2016

Hedge Fund Challenges are an Opportunity for Investors to Reevaluate
For those keeping an eye on the hedge fund industry, news has not been great recently. Looking at hedge fund averages as listed by Barclay’s hedge fund index, in the last two years hedge funds have even been falling behind the S&P 500 index. Investors have begun to tire of the lackluster returns, and we […]

Election Jitters Roil the Market

Posted on November 1st, 2016

Election Jitters Roil the Market
In the final weeks leading up to the election, markets have started to lose their cool and traders are beginning to sweat the results of the election. The first day of November trading saw the S&P 500 dive over 30 points below 2100 before bouncing back up to halve its losses. Today’s wild ride sets […]

Managing Your Assets After You Pass

Posted on October 31st, 2016

Managing Your Assets After You Pass
A properly drafted will or trust is essential for anyone that has investments or assets they want to leave to their heirs. Both a will and a trust allow you to designate anyone you wish as beneficiaries. Both a will and a “revocable living trust” allow you to identify who the heirs to your assets […]

Social Security Under Pressure

Posted on October 26th, 2016

Social Security Under Pressure
Social Security was enacted into law on August 14th, 1935 when President Roosevelt signed the Social Security Act. Since its establishment, Social Security has provided millions of Americans with benefit payments. There are currently over 59 million Americans receiving Social Security benefit payments. Of these 59 million, nearly 42 million are retired workers who currently […]

October 2016 Lockbox Fund Update

Posted on October 21st, 2016

October 2016 Lockbox Fund Update
October Market Update Finishing the 3rd week of trading in October, indices are lower than at the month’s open. The S&P 500 index, importantly, has fallen below and seems unable to break above the 2150 level. After declining below this level on October 11th, the S&P 500 and other indices have mostly traded sideways. In […]

September 2016 Investor Report

Posted on October 19th, 2016

September 2016 Investor Report
September Market Performance September saw the injection of volatility back into the market after a very flat August. At first the trend continued and the S&P 500 remained within the August range during the 1st week of September, but after hearing surprisingly hawkish remarks from members of the Federal Open Market Committee, markets took a […]

Median Household Income Rising

Posted on October 18th, 2016

Median Household Income Rising
Median household incomes in the U.S. rose for the first time in eight years, elevating the median annual national income to $56,516, yet still 1.6% below 2007 levels. A rise or fall in incomes is an indicator of future spending habits by consumers. Employment numbers also give the Fed and economists plenty of data to […]

Food Prices Affect Consumer Spending

Posted on October 17th, 2016

Food Prices Affect Consumer Spending
The United States Department of Agriculture (USDA) tracks a diverse basket of food prices each month in order to determine where price changes might affect consumers and their eating habits. No matter what age or demographic group an individual may belong to, food prices are a significant component of all household expenses and exert a […]

Average Household Net Worth Boosting Domestic Economy

Posted on October 14th, 2016

Average Household Net Worth Boosting Domestic Economy
Every quarter the Federal Reserve releases its flow of funds survey, a report measuring the net worth of households. The report includes a “balance sheet” of assets such as real estate, financial assets, bank accounts, as well as outstanding debt. The net worth of U.S. households and nonprofit organizations rose in the second quarter to […]

China’s Currency Makes it to SDR Status

Posted on October 11th, 2016

China’s Currency Makes it to SDR Status
When smaller, less developed countries from around the world need to exchange their currencies into a more utilized and liquid currency, they utilize SDRs (Special Drawing Rights), essentially a basket of currencies. Created by the IMF in 1969 to supplement a shortfall of preferred foreign exchange reserve assets, SDRs have evolved to over $200 billion […]

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