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Second Quarter 2017 Investment Commentary

The second quarter proved to be another very strong period for global stock markets. Larger-cap U.S. stocks (Vanguard 500 Index) gained 3.1%, developed international stocks (Vanguard Developed Markets ETF) rose 6.4%, European stocks (Vanguard FTSE Europe ETF) jumped 8.4%, and emerging-market stocks (Vanguard Emerging Markets ETF) rose by 3.4%. First half 2017 stock performance was even stronger. Larger-cap U.S. stocks surged 9.3%, while international indexes were each up in the mid-teens. In a reversal of May’s sector trends, U.S. financial stocks rallied in June on strong results from the Federal Reserve’s “stress tests” plus more positive sentiment given rising interest rates, while technology shares declined. Commodities prices and energy stocks remain a weak spot amid a global rally in risky assets. Oil prices fell 14% during the quarter and nearly 20% for the first half of 2017 on fears that production will continue to outstrip demand.   As we look back...
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Year-end Tax Planning Ideas

As we approach the end of the year, we thought we would put together some year-end tax planning ideas for you to consider.  This list is not intended to be exhaustive.  1.)    Mutual Fund Distributions: review the size of planned distributions at year-end. Treybourne Wealth Planners (TWP) is in the process of reviewing the distribution estimates for mutual funds that you may hold.  We are reviewing to see if it might be worthwhile to sell out of the fund before the distribution record date.  This would allow our clients to avoid the distribution and related tax where these funds are held in a taxable account.  We will also avoid purchasing new mutual funds where large distributions are anticipated.  2.)    Capital gains: reduce your liability through tax loss harvesting TWP is in the process of reviewing taxable accounts for holdings where an unrealized loss may exist.  We will analyze whether there is...
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2016 Election Results

Mr. Donald J. Trump is slated to be the 45th President of the United States of America.  Mr. Trump clearly won the electoral vote yet lost the popular vote.  Mr. Trump and his party will have full control of the Senate and the House.  Short-term political market reactions should be met with skepticism.  We all experienced the initial impact of Brexit earlier this year, and we all experienced the relatively rapid recovery.  A victory for Mr. Trump was not priced into the markets at their close on Election Day, and it seemed the markets called the election results first with their rapid sharp declines (which did not last) as the results were unfolding. Markets are pragmatic and fundamental and find their way to a fair pricing.  An idea Mr. Trump spoke during his campaign is not an executed idea at this point, and we typically do not see quickly being the...
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Greenwood, Indiana 46142
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