Advance Report

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Most investors were well rewarded during the first half of 2017:

World Equity Indices – Year To Date

World Equity Indexes

Courtesy of Bloomberg LP

World Bond Markets – Year To Date

World Bond Markets

Courtesy of Bloomberg LP

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

TLT 6 29 17 Chart

Courtesy of Bloomberg LP

IShares IBoxx High Yield Corporate Bond ETF – Year To Date

HYG 6 29 17-Chart

Courtesy of Bloomberg LP

IShares JPM USD Emerging Market Bond ETF – Year To Date

emb 6 29 17

Courtesy of Bloomberg LP

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

IYM ishares tech etf

Courtesy of Bloomberg LP

SPDR S&P Biotech ETF – Year To Date

sp biotech

Courtesy of Bloomberg LP

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

Profit Report!

*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:

Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.

*Great Report on Why Long Rates Stayed So Low

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