Most investors were well rewarded during the first half of 2017:
World Equity Indices – Year To Date
World Bond Markets – Year To Date
Even bond investors enjoyed what can be described as a magic carpet ride with bond prices rising in addition to the coupon income:
IShares Barclays 20 Year Bond ETF – Year To Date
IShares IBoxx High Yield Corporate Bond ETF – Year To Date
IShares JPM USD Emerging Market Bond ETF – Year To Date
Big Tech dominated returns in the U.S. markets and Biotech rebounded signaling an end to its 2 year bear:
IShares US Technology ETF – Year To Date
SPDR S&P Biotech ETF – Year To Date
Headline Round Up!
*Oil Bounces Back!
*Googled: EU Fines Alphabet $2.7B. Previous fines include Apple, Microsoft, and Intel. Are Europeans fining U.S. companies because we are smarter?
*Corporate Profits Up 11.5%!
*Same Store Sales Rise 2.2%.
*GE Hits 52 Week Low at 2002 Prices!
*Staples Stapled in $6.9 Billion Buyout
*Cyberattack Slams Fedex
*Latest intelligence from BlackRock
*CIA Factbook: A global tour of economic size and growth rates
*Trustee Boot Camp!
*Estate planning logistics in the real world
*Case studies of real clients
*The magic of Kathie, “Grace in Motion”
*Laurie Logan’s logistics on trusts and beneficiary forms
*Summer planning season recommendations
Featured Research Solutions:
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