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22Mar
Special Client Appreciation Event – May 17, 2017
News and Events

You and a guest are cordially invited to a special event!

Michael McClary, Chief Investment Officer for Valmark Advisers, Inc. and Lead Portfolio Manager for The Optimized Portfolio System (TOPS) will be our guest speaker for this spring event!  Michael, entertaining and engaging, will provide important insights on the topic of “What to expect in the way of new legislation and policies from the Trump administration” and perhaps more importantly, how investment portfolios need to be positioned.

Michael will focus on current topics impacting investment strategies for both retirees and pre-retirees.   Please keep this in mind as you think about whom to invite as your guest.

We are providing two opportunities on May 17th – Please choose the one most convenient for you.

Location:

Cooper Creek Event Center

4040 Cooper Road, Blue Ash, Ohio  45241
(corner of Cooper and Plainfield)

Plated Luncheon
11:30 AM – 1:00 PM 
Evening Reception

5:00 – 6:00 PM Appetizers and Drinks

6:00 – 7:00 PM Guest Speaker

Please R.S.V.P. to Steve Read at 513-605-2500 ext. 214 or steve.read@resonatecompanies.com

by May 11th, 2017.

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21Feb
Some Interesting Insights Thus Far for 2017
Blogs / Articles

As our nation and the world continue to watch the actions and react to the rhetoric of the new Administration in Washington, we have already witnessed some incredible activity.

From the resignation of National Security Advisor Michael Flynn to Kim Jong Un’s missile launch, we are witnessing daily tests – both domestic and global.

How is this influencing the markets?

  • Emerging market (EM) assets outperformed, U.S. Treasury yields fell sharply during the last week of January, and U.S. value stocks underperformed a flat market.
  • Political uncertainty sent French and Italian government bond yields to multi-year highs relative to their German peers.  Half of the European firms that have reported earnings have beaten estimates.
  • Oil fell to a near three-week low under the pressure of growing U.S. crude inventories, but pared some losses. China’s PMI data showed expansion in both services and manufacturing sectors.

And what might be coming?

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17Jan
Expect These Campaign Promised to Be Kept
Economy

In my previous blog, I shared which campaign promises are expected to be broken.   This blog covers the ones expected to be met.

(Source: The Kiplinger Letter November 11, 2016.)
  1. Domestic oil, gas, and coal production will be more in favor. Drilling in new regions as well as offshore will be favored.
  2. He will push hard for more spending on infrastructure.
  3. Trump will try to overhaul financial regulations in order to boost bank lending. (Dodd-Frank is at risk.)
  4. The Trump isolationist stance will force European nations to spend more on their own defense and security needs.
  5. Trump is likely to rip up the Iran nuclear deal and issue new sanctions.


Barbara A. Culver

CFP®, ChFC®, CLU, AEP®
Resonate, Inc.

(513) 605-2500

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