IWM Monthly Commentary – October 2018

Monthly Market Summary October once again worked its black magic on world markets, pushing major indices into negative territory for the year and fanning concern that history’s longest bull market may finally be extinguishing itself. The Federal Reserve Bank held steady to its tighter-money rubric despite mixed signals from the markets and some industries. The…

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IWM Quarterly Commentary – 3rd Quarter 2018

Q3 2018 Market and Economic Summary The US economy and financial markets continued to perform well in the third quarter despite end-of-cycle projections of recession and proliferating risk. US Treasury yields backed up in Q3, with the 2 yr. yield rising from 2.57% in July to 2.81% at the end of September, and the 10…

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Vantage Point – October 2018

It’s time to get serious about Happiness. It’s safe to say that just about all of us wants to enjoy a
great quality of life and be happy. That’s why I’m pleased to deliver this month’s Vantage
Point,…

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IWM Monthly Promontory September 2018

Debt-Wise If you’re like me, you were introduced to debt as a young adult when you applied for student loans. I remember cutting my first check to the University of California at Irvine and, years later, I flirted with the idea of mounting my last canceled draft on the wall of my cubical at work,…

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IWM Economic and Market Update Autumn 2018

Suddenly, it seemed, the global economy lost much of its punch. The tailwind of synchronized growth died under a layer of European ennui and the collapse of emerging markets; China throttled back on growth, first to deflate asset bubbles and most recently as a weapon in trade skirmishing with the US; Japan continued to struggle…

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IWM Monthly Promontory August 2018

When Trade was King Inevitably I find myself behind on my summer reader list. But I can recommend Palermo, City of Kings, by renowned Mediterranean scholar Jeremy Dummett. Why Palermo? What more is there to know about Sicily’s capital city beyond what Francis Ford Coppola taught us in his Godfather trilogy? Plenty as it turns…

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IWM Monthly Commentary July 2018

Monthly Market Summary for July 2018 The U.S. economy continued to expand thanks in part to ever-solid payroll growth, a revival of consumer spending, buoyant sentiment surveys and advanced purchases of items marked for tariffs should trade skirmishes assume more destructive escalations. Despite warnings by the International Monetary Fund that a trade war could cost…

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IWM Monthly Promontory July 2018

A House Divided, Euro-Style You know Europe is up against it when the best news comes from Athens – compliments, as it happens, of its quirky neighbor on the Mediterranean. In early June, the Greek government sold €1.65 billion worth of six-month paper with a yield of 0.85%, among the lowest rates for Greece sovereign…

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IWM Quarterly Commentary – 2nd Quarter 2018

I grew up in Arizona and spent a lot of time fly-fishing on streams like the one shown here in the White Mountains. I have always loved the beauty and serenity of this part of our state. This year, over the 4th of July Vickie and I created some wonderful new memories with our grandchildren…

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IWM Monthly Promontory June 2018

Bad Enough the Last Time Around I’m getting that old feeling, and it has nothing to do with the 1930s pop song immortalized by Jazz great Chet Baker’s signature cover version. I refer instead to the sustained blood bath in emerging market debt that has driven bond yields skyward and threatens a far less melodious…

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IWM Monthly Promontory – May 2018

We are pleased to introduce the IWM Promontory! This is designed to be a thought provoking piece where we discuss relevant topics that impact us. This differs from our IWM monthly Commentary which addresses economic and market specific content. We are not taking sides with the IWM Promontory, so please don’t take this as a…

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IWM Monthly Commentary – May 2018

Craig Cummins, one of my good friends and a long time client of Integrated Wealth Management, has had an illustrious career as a well-known and respected coach in Paradise Valley and Mesa, Arizona. Football, track, and cross country kept him busy early in his career, and then for 37 years Coach Cummins served as the…

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Emerging Markets – May 24

Hello, If you’ve been following the financial news, you are well aware that emerging markets are struggling right now. This may come as a shock, being that emerging market assets (both equities and debt) were among the best performers of 2017. However, as US interest rates have continued to rise and as the dollar has…

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IWM Monthly Promontory – April 2018

Warring Over Trade We support the administration’s pledge to reconcile inequities of NAFTA and other trade deals. While the free-trade Greek chorus gnashes teeth and rends garments as President Trump insists on a more equitable two-way trade with China, we see bold leadership that may succeed where previous administrations have failed. For decades, our political…

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IWM Monthly Commentary – April 2018

It is my distinct pleasure to announce that Mark A. Jones, Senior Vice President, and Investment Advisor Representative, recently celebrated his 20th anniversary with Integrated Wealth Management! Mark joined me before IWM was registered as an Investment Advisory Firm and while I was a sole proprietor. He was IWM’s first employee. Over the years Mark…

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February 2018

We wanted to reach out to you promptly and answer the question we expect is on top of your mind… “Wow, the market is getting beaten up pretty good, I wonder what is happening to my investments, and I wonder if I should be worried?” The answers to the key question is an emphatic NO! …

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Brent S. Pine receives 2017 Five Star Wealth Manager award

SCOTTSDALE, Ariz. – Aug. 23, 2017 – Integrated Wealth Management (IWM) is pleased to announce that Brent S. Pine, President of IWM has won the 2017 Five Star Wealth Manager award. This is Brent’s second year being honored with this prestigious award. Each year, Five Star Professional partners with PHOENIX magazine to recognize a select…

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