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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.

Ideas Worth Thinking About When Markets are Moving

Here’s a number most people would like to see on an annual statement: 21.6 percent. That was the annual return for the Standard & Poor (S&P) 500 Index during 2017. In general, U.S. stock indices did quite well last year – and the year before, too. For instance, the S&P 500 Index was up 11.8 percent in 2016.1

While no one can invest directly in an index, recent returns make it easy to understand why U.S. stock markets have been popular with investors. Morningstar reported record amounts of money were invested in various types of U.S. stock investments during 2017.2

Whenever large numbers of investors are doing the same thing, a prudent course of action is to step back, take a breath, and evaluate the situation. Here are two questions that deserve some thought:

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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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