Collaborative Wealth

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  • Current Conditions Index | Week of September 22, 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…

    September 25, 2014
  • Bond Market Perspectives | Week of September 22, 2014

    Highlights A change of seasons should be noted by municipal investors, as a seasonal increase in new issuance may be a catalyst to lower returns after a strong 2014. It is not uncommon for revenues to slow as the economy matures, and we do not view the slowdown in state tax revenues as worrisome for…

    September 24, 2014
  • Weekly Market Commentary | Week of September 22, 2014

    Highlights: Last week we discussed why buying European stocks now, following the recent stimulus announced by the ECB, is very different from buying U.S. stocks during periods of Fed stimulus in recent years. This week we take a deeper dive into the investment opportunity in Europe and evaluate fundamentals, valuations, and technicals. We recommend that…

    September 23, 2014
  • Weekly Economic Commentary | Week of September 22, 2014

    Highlights The key now for the Fed, as it deliberates when to begin to raise rates, is to gauge how quickly the output gap is likely to close. The pace at which the U.S. economy takes up slack is likely to command a great deal of attention from the Fed and market participants in the…

    September 23, 2014
  • Portfolio Compass | Week of September 15, 2014

    Navigating The Markets Compass Changes No changes. Investment Takeaways Our 2014 stock market forecast calls for gains of 10-15%, based on our forecast for 5-10% earnings growth and modest price-to-earnings (PE) multiple expansion.* We favor small caps and cyclical sectors, as we expect U.S. economic growth to improve over 2014, though small cap performance may…

    September 18, 2014
  • Current Conditions Index | Week of September 15, 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…

    September 18, 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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