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Economic Update – August 14th, 2017

…– reuters.com/article/us-usa-economy-inflation-idUSKBN1AR19S [8/11/17] 2 – briefing.com/investor/calendars/economic/2017/08/07-11 [8/11/17] 3 – insight.factset.com/sp-500-companies-with-more-global-exposure-reported-higher-earnings-growth-in-q2 [8/11/17] 4 – marketwatch.com/story/gold-marks-highest-finish-since-early-june-up-more-than-2-for-the-week-2017-08-11 [8/11/17] 5 – markets.wsj.com/us [8/11/17] 6 – bigcharts.marketwatch.com/historical/default.asp?symb=DJIA&closeDate=8%2F11%2F16&x=0&y=0 [8/11/17] 6 – bigcharts.marketwatch.com/historical/default.asp?symb=COMP&closeDate=8%2F11%2F16&x=0&y=0 [8/11/17] 6 – bigcharts.marketwatch.com/historical/default.asp?symb=SPX&closeDate=8%2F11%2F16&x=0&y=0…

How to track down unclaimed assets

…any associated with legitimate government institutions. Unclaimed tax refunds can be located through the IRS website, for example. Maybe you have missing retirement funds, in which case the Pension Benefit…

HECM vs HELOC

…loan. No Annual Fee The reverse mortgage requires no annual fee to maintain the line and no termination fee. With a HELOC there can be an annual fee and a…

Greece Back in the Spotlight

…which shows an improvement from April’s numbers. Unfortunately, any number below 50 indicates that the economy is contracting and that Chinese companies are placing smaller orders for materials. As long…

Bonds Take Center Stage

Bonds Take Center Stage From: Amundi Asset Management Short-term bonds may dominate cash in the next phase of monetary policy • With yields on cash currently elevated, we appreciate why…

The Real Cost of Owning a Mutual Fund

…Any opinions are those of Ty A. Bernicke and not necessarily those of Bernicke & Associates Ltd., or firms it is affiliated with. (Quoted from http://www.forbes.com/2011/04/04/real-cost-mutual-fund-taxes-fees-retirement-bernicke.html on 7/14/13 @ 4:00pm.)…

Estate Planning Worksheet

…SSL protocol. If you would prefer to use a Word/PDF version of this form, you may download and print a hard copy. For the PDF version, click here. For the…