Collaborative Wealth

  • Team
  • Locations
    • Gainesville
    • Lake Mary
    • Lake Nona
    • Treasure Coast
  • Services
    • Comprehensive Wealth Planning
    • Investment Advisory
    • Risk Management
    • Retirement Plans
    • Trust Estate
  • Blog
  • Contact Us
  • Form CRS
  • Client Login
    • CW Portfolio Login
    • WealthVision Login
    • LPL Account View Login
Illustration of a bird flying.
  • Forecast For Clear Skies | Weekly Economic Commentary | August 24, 2015

    Forecast For Clear Skies | Weekly Economic Commentary | August 24, 2015

    The latest reading on the Conference Board’s monthly LEI helps to provide some timely guidance regarding recent market volatility.

    August 24, 2015
  • Market Volatility Client Letter by Burt White | August 24, 2015

    Market Volatility Client Letter by Burt White | August 24, 2015

    August brings with it the end of summer, but in recent years, bouts of stock market volatility have been common. It is quite normal for stock prices to decline at some point almost every year. In 30 of the 34 calendar years since 1980, the stock market, as measured by the S&P 500 Index, declined…

    August 24, 2015
  • Portfolio Compass | August 19, 2015

    Portfolio Compass | August 19, 2015

    The Portfolio Compass provides a snapshot of LPL Financial Research’s views on equity, equity sectors, fixed income, and alternative asset classes. This biweekly publication illustrates our current views and will change as needed over a 3- to 12-month time horizon.

    August 20, 2015
  • Summer Quartet | Bond Market Perspectives | August 18, 2015

    Summer Quartet | Bond Market Perspectives | August 18, 2015

    Music from four players continues to influence events in the bond market this summer: the Federal Reserve (Fed), China, oil prices, and the U.S. dollar. The music from these four players has led to a mixed response in the bond market: disturbing for short-term securities, melodic for long-term bonds.

    August 19, 2015
  • China Currency Conundrum | Weekly Economic Commentary | August 17, 2015

    China Currency Conundrum | Weekly Economic Commentary | August 17, 2015

    Last week, China altered its currency management strategy, resulting in a 3% devaluation of its currency, the yuan, versus the U.S. dollar. Despite reports suggesting otherwise, this is not the first time China has used its currency’s exchange rate as a policy tool.

    August 18, 2015
  • Flat Start Does Not Mean Flat Finish | August 17, 2015 | Weekly Market Commentary

    Flat Start Does Not Mean Flat Finish | August 17, 2015 | Weekly Market Commentary

    This year has brought a whole lotta flat. The S&P 500 dipped into negative territory for the year last week (on August 12) and is only up about 1% year to date. The bond market has been flat–the Barclays Aggregate Bond Index has returned just 0.51% so far in 2015.

    August 18, 2015
←Previous Page
1 … 103 104 105 106 107 … 133
Next Page→

Collaborative Wealth®

Check the background of the representatives associated with this site on FINRA’S BrokerCheck

Investment advisory and financial planning services offered through CollaborativeWEALTH® – An SEC Registered Investment Advisor. Securities offered through LPL Financial – Member FINRA/SIPC and separate business entity to CollaborativeWEALTH®. CollaborativeWEALTH® advisors are registered representatives with LPL Financial and may only transact securities business in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV.

  • ABOUT
  • TEAM
  • SERVICES
  • BLOG
  • CONTACT US
  • CW ADVISORS
  • ADVISORRETIRE