Blog

June
11

Provided by: Your Family CFO Team

G Whiz!

Never before could the Group of 7 (G7) Summit have been mistaken for reality TV. The generally dignified annual meeting of leaders from the United States, Canada, France, Germany, Italy, Japan, and the United Kingdom (along with the heads of the European Commission and European Council) was a lot more contentious than usual, reported Reuters….

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June
06

Provided by: Kyle Hogan

Navigating The New 529 Rules – The Land of Wealth Transfer, Piggy Backs and Donor Advised Funds

Navigating The New 529 Rules – The Land of Wealth Transfer, Piggy Backs and Donor Advised Funds This article provided by Forbes.com Written by: Megan Goreman The Tax Cuts and Jobs Act of 2017 had some interesting news for parents: for the first time, 529 plans are now eligible to be used for K-12 private…

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June
04

Provided by: Your Family CFO Team

If the countries were instruments, last week sounded like a fifth grade garage band…

World markets were buffeted by a clamor of good, bad, and unexpected news last week. Events that captured media and investor attention included: Taxing America’s allies. Early in the week, investors weren’t the only ones riled by the administration announcement it would impose hefty trade tariffs on American allies. “Brussels’ top trade official vowed to…

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May
29

Provided by: Your Family CFO Team

Geopolitical uncertainty didn’t dent U.S. stocks last week.

Geopolitics is the intersection of geography, economics, and politics. Last week, there were some fine examples of the ways geopolitical events can create uncertainty. Barron’s reported: “President Donald Trump began the week suggesting that a trade war with China was on hold, before later ordering his administration to explore penalties on imported automobiles. The president…

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May
21

Provided by: Your Family CFO Team

Too much? Too little? Or just right?

U.S. stock markets were relatively calm, although they finished the week lower. U.S. Treasury yields hit a 7-year high and finished the week above 3 percent. While these were notable, the most remarkable events last week occurred beyond our borders. These include: The Vatican publishing a position paper on financial markets. Its opening was, “Economic…

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May
17

Provided by: Your Family CFO Team

Happy Buttonwood Agreement Day!

On May 17, 1792, history was made with the signing of the Buttonwood Agreement.  Just sixteen years after America was founded, the New York Stock Exchange was formed beneath the Buttonwood Tree at 68 Wall Street, New York, NY. The mid 1700’s was a time where brokers, merchants and auctioneers bought and sold to one…

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May
14

Provided by: Your Family CFO Team

Splash!

How do employers lure staff in a tightening labor market? The curly tail grubs and spinnies of the business world are higher wages and better benefits. During the past decade, the employment picture in the United States has shifted dramatically. In mid-2009, 15.4 million unemployed Americans were chasing 2.2 million available jobs. At the end…

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May
07

Provided by: Your Family CFO Team

What in the world?

A lot happened last week. Some of the notable events included: Trade talks between the United States and China. The talks were described as “frank, efficient, and constructive,” although significant issues have yet to be resolved. A Federal Open Market Committee meeting. The Federal Reserve indicated it expects to raise rates during 2018, but did…

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April
30

Provided by: Your Family CFO Team

A meeting of the minds…

The Federal Reserve and the U.S. bond market appear to be in agreement about the direction of interest rates. For more years than anyone cares to count, investment professionals have been predicting the end of the bull market in bonds. Bond guru Bill Gross called the end of the bond bull in 2011 – and…

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April
23

Provided by: Your Family CFO Team

The world is in debt…

Your Family CFO. Life Enjoyed. Wealth Appreciated. Learn How Your Family CFO. Life Enjoyed. Wealth Appreciated. Learn How Your Family CFO. Life Enjoyed. Wealth Appreciated. Learn How You are the CEO of your family. Who is your Family CFO? This is the role we fulfill for families every day! We develop, implement, refine and revise…

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