Fed Funds Raised Rate a Quarter Percent

Financial News and Portfolio Management Discussion through June 17th

US stocks rose slightly over the week as the outcome of the Fed meeting was in line with expectations. The S&P 500 edged up 0.1% and the Dow rose 0.5% for the week. Internationally, Japan ticked down 0.3% and Europe eased 0.5% for the week. The yield on the 10 Year Treasury edged up to 2.16% near its lowest level of the year. Oil prices fell to $44.73 a barrel its lowest level of 2017 on news of still high levels of inventory. For the year oil is down 17%. The price decline show the limitations of OPEC production cuts. Continue reading

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World Bank Estimates Global Growth to Reach 7-year High

Financial News and Portfolio Management Discussion through June 10th

US Stocks were mixed over several market moving events and a sharp drop in tech company shares to end the week. The S&P 500 eased 0.3% and the Dow rose 0.3% for the week. Internationally, Europe was off 0.6% and Japan fell 1.3% for the week. The yield on the 10 Year Treasury edged up to 2.20%. Oil prices have continued to slide ending the week at $45.83 a barrel down 3.8% for the week.  Continue reading

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Global Stocks Hit Fresh Record Highs

Financial News and Portfolio Management Discussion through June 3rd

Global stocks hit fresh record highs to end a strong week for world markets. Stock price gains were driven by corporate profits and signs of economic strength. The US, South Korea and Germany all posted records on Friday. The S&P 500 gained 1.0% and the Dow rose 0.6% for the week. Internationally, Japan jumped 2.5% and Europe edged up 0.3% for the week. The yield on the 10 year Treasury fell to 2.16% the lowest level since just after the presidential election as investors believe the Fed will take a slow and steady pace with interest rate increases. Continue reading

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US GDP Rose 1.2% in First Quarter

Financial News and Portfolio Management Discussion through May 27th

US stocks ended the week at fresh all time highs driven by the Fed meeting minutes and strong corporate earnings. The S&P 500 rose 1.4% and the Dow gained 1.3% for the week.  Internationally, Japan was up 0.5% and Europe was flat for the week.  The yield on the 10 year Treasury bond was flat for the week ending at 2.25%. Oil prices fell 1.7% over the week on disappointment from the results of the OPEC meeting. Continue reading

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Ep 16. – Overcoming Resistance to Succession Planning: Broadening the Lens

In this Lead. Learn. Thrive. podcast episode Tom Adams speaks with Vince Keane, President and CEO of Unity Health Care about overcoming resistance to succession planning.

Tom Adams and Vince Keane

Vince Keane has led Unity Health Center in Washington DC for almost twenty-eight years. From an initial focus on health care for homeless individuals and families, Unity has grown from a $4m operation to $100m. Three years ago, Vince and his Board and the executive team began succession planning. Continue reading

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Home Sales Hit their Fastest Pace in a Decade

Financial News and Portfolio Management Discussion through May 20th

US stocks ended down for the week after controversies surrounding the Trump administration shook markets. The S&P 500 and Dow fell 0.4% for the week.  Internationally, Europe declined 1.0% and Japan sank 1.5% for the week.  The yield on the 10 year Treasury eased as investors moved to safe havens.  The yield fell to 2.24% to end the week. Continue reading

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CPI-U Rose 2.2% in April from a Year Earlier

Financial News and Portfolio Management Discussion through May 13th

Driven by disappointing results from brick-and-mortar retailers US stocks fell over the week. The S&P 500 ticked down 0.3% and the Dow fell 0.5% for the week.  Abroad, Japan jumped 2.3% and Europe rose 0.3% for the week.  The yield on the 10 year Treasury eased slightly over the week ending at 2.33%. Continue reading

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