The Anatomy of an Index

The Anatomy of an Index The S&P 500 represents a large portion of the value of the U.S. equity market Prepared by: Nate Lewis Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including about $3.5 trillion in index assets?1 The S&P 500 is ubiquitous.

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Weekly Economic Update 1/14/2019

Weekly Economic Update 1/14/2019 In this week’s recap: the CPI decreases, a service sector activity index takes a fall, oil’s rebound continues, and equities advance. Presented by: Paul Lewis, CFP®,CWS® FOR THE FIRST TIME SINCE MARCH, INFLATION RETREATS December brought a 0.1% decline in the Consumer Price Index, the first in nine months. As in

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2018 Economic Review

2018 Economic Review In this 2018 recap: a strong economy, a volatile year for equities and commodities, a trade battle between the U.S. and China, a gradual path upward for the federal funds rate, and slower growth overseas. Provided by: Nate Lewis THE YEAR IN BRIEF Investors will remember 2018 as a year of significant

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Monthly Economic Update January 2019

Monthly Economic Update January 2019 In this month’s recap: equity and commodity markets experience major losses, the Fed sends a hawkish message, home sales improve, and the economy maintains its momentum. THE MONTH IN BRIEF December 2018 will be remembered for its volatility and its challenges. The S&P 500 flirted with bear market territory, dropping

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Weekly Economic Update 1/7/2019

Weekly Economic Update 1/7/2019 In this week’s recap: an impressive jobs report, a disappointing factory activity index, a slight recovery for oil, and some tailwinds on Wall Street. 2018 Ended with a hiring surge The latest Department of Labor jobs report suggests an economy with plenty of forward momentum. Employers added 312,000 net new jobs

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An Executor Checklist

An Executor Checklist The steps you may need to take to fulfill a major responsibility. If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character. You can approach these tasks methodically. In fact,

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