Collaborative Wealth

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  • Indpendent Investor | October 2014

    Inflation Happens: Don’t Let It Derail Your Long-Term Plans A penny saved is a penny earned, right? Not necessarily. Thanks to inflation, over time that penny could be worth less than when it was first dropped into the piggy bank. That’s why if you’re investing-especially for major goals years away, such as retirement-you can’t afford…

    October 15, 2014
  • Weekly Market Commentary | Week of October 13, 2014

    Highlights: We see the recent increase in volatility as normal within the context of an ongoing bull market. We do not believe the age of the bull market, at more than 5.5 years old, means it should end. We maintain our positive outlook for stocks for the remainder of 2014 and into 2015. Pullback Perspective…

    October 14, 2014
  • Weekly Economic Commentary | Week of October 13, 2014

    Highlights The pace of growth in the global economy is a key driver of global earnings growth,and ultimately, the performance of global equity markets. Global GDP growth in 2014 remains on track to accelerate versus 2013’s pace, and the consensus is forecasting acceleration in global growth in 2015. Potential growth headwinds in 2015 include the…

    October 14, 2014
  • Bond Market Perspectives | Week of October 6, 2014

    Highlights A challenging bond market environment will likely persist over the remainder of the year and perhaps beyond. Valuations across many bond sectors remain above historical averages and reflect an expensive market. We believe corporate bonds may provide investors with the best defense in what will likely be a continuation of the low-return environment. Slowing…

    October 8, 2014
  • Current Conditions Index | Week of October 6, 2014

    How to Use the CCI The CCI is a weekly measure of the conditions that underpin our outlook for the markets and economy. It provides real-time insight into the trends that shape our recommended actions to manage portfolios and has proven to be a useful investment decision-making tool. This index is not intended to be…

    October 8, 2014
  • Weekly Economic Commentary | Week of October 6, 2014

    Highlights The nation’s fiscal situation has improved dramatically in the past five years due to overall economic improvement and a combination of higher tax rates and modest spending increases. However, structural and demographic problems that will drive the deficit over the next several decades remain in place. If policymakers continue to ignore critical warning signs,…

    October 7, 2014
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Collaborative Wealth®

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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.

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