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Recognition in The Wall Street Journal – Barron’s Top 1200 Advisors

Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™ was recognized in the March 13th, 2018 issue of The Wall Street Journal as one of Barron’s Top 1200 Financial Advisors*. This marks the fourth consecutive year for Phillips-Gaines to earn placement on this prestigious list. It is the largest, most comprehensive annual advisor list circulated by Barron’s. Congratulations!

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Sorting Through the “Trade War” Headlines

Washington Policy Analyst Ed Mills discusses the President’s recent comments on steel and aluminum imports.

President Trump’s trade agenda has taken center stage following his impromptu announcement on steel and aluminum tariffs. We are now in for a period of uncertainty and renewed attention on NAFTA negotiations, additional tariff announcements, a potential “reciprocal tax” debate, updates to the CFIUS process (the committee that vets foreign investment for national security concerns), and the potential for retaliatory actions from United States’ trading partners. While this heightens the potential macro headwinds coming out of DC, we take a “wait and see” approach to these actions.

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Lynn Phillips-Gaines Ranked Among Forbes Best-In-State Wealth Advisors

Congratulations to our very own Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™, who was recently named on Forbes 2018 Best-In-State Wealth Advisors List. The list spotlights top-performing advisors across the United States who were nominated by their firms- and then researched, interviewed, and ranked in their respective states. Lynn is honored to be recognized in this group of standout advisors.

In 2017, she was also ranked among Forbes Top 200 Women Wealth Advisors.*

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The Return of Volatility – Man vs. Machine

See below for thoughts on the current market environment by Nick Lacy, CFA, Chief Portfolio Strategist of Asset Management Services with Raymond James.

After an extended two-year period of “quiet” that saw U.S. equity markets steadily climb to record highs, volatility made its long-awaited appearance last week. Since January 29, the Dow Jones Industrial Average has fallen 10.2% (at the time of this writing), marking an official equity market correction. So, what caused these market jitters? For the full article, click here.

The Dollar Puzzle

A strong economy, a booming stock market, and tighter monetary policy are all dollar positive. So why is the dollar down more than 12% since the start of 2017?

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