Presentations (2872)
Plante Moran Financial Advisors
January 11, 2016 EXECUTIVE SUMMARY • It’s been a challenging start to 2016 for equity investors, as the U.S. stock market stumbled out of the gate. Contributing factors to the pullback have been from a number of unrelated matters, including softening economic news out of China, a resumption in the slide of oil prices, a nuclear test from North Korea, and other geopolitical...
Plante Moran Financial Advisors
4th Quarter 2015 Economic Dashboard EXECUTIVE SUMMARY • The final estimate of Q3 GDP indicated that the economy expanded at a moderate 2.0% annualized rate during the quarter. Growth was supported by stronger consumer and government spending, while an inventory drawdown detracted. • Recent inflation data have been muted, as commodity and energy prices remain...
Plante Moran Financial Advisors
January 2016 EXECUTIVE SUMMARY • • International equities were not immune to the selloff in December as the MSCI EAFE dropped 1.4%, and the MSCI EM slipped 2.2%. • Most fixed income indices lost ground last month, with the exception of municipal bonds. The Barclays Aggregate lost 0.3% for the month as yields moved higher along the short and intermediate end of the...
Plante Moran Financial Advisors
Engage. PLANTE MORAN REACHING A PLATEAU IN YOUR BUSINESS? REIGNITE GROWTH Cybersecurity Is Like a Sponge: Five Ways to Contain Your Data P.08 Identity Theft: It’s Not Just for Credit Cards Anymore P.14 2016 SPRING/SUMMER Audit. Tax. Consulting. Wealth Management. REACHING A PLATEAU IN YOUR BUSINESS? REIGNITE GROWTH All companies hit bumps along the road to growth. We can...
Plante Moran Financial Advisors
January 18, 2016 EXECUTIVE SUMMARY • CPA, CFP®, CIMA® Partner, Chief Investment Officer • Despite trepidation surrounding China’s slowdown, its economy is expected to report growth of nearly 7% in the fourth quarter. Not only is that pace far from recessionary territory, the Chinese economy is still growing more rapidly than most of the...
Plante Moran Financial Advisors
February 9, 2016 EXECUTIVE SUMMARY • Equity markets have come under renewed pressure in recent days. High quality bonds have rallied though, allowing balanced investors to limit their downside. In short, diversification has worked. • The story continues to revolve around a slowdown in global economic growth, a stalled bull market in U.S. equities, investor reaction to the...
Plante Moran Financial Advisors
February 2016 EXECUTIVE SUMMARY • A spike in volatility resulted in declines for equities across the board. In the U.S., large caps bore less of the brunt, while small caps were hit hardest. • Overseas, stocks also lost ground in January, both in developed and emerging markets. • In fixed income, bond indices were largely up for the month as yields fell,...
Plante Moran Financial Advisors
A new era for lease accounting YOUR BALANCE SHEET MAY NEVER LOOK THE SAME Overview On February 25, 2016, the Financial Accounting Standards Board (FASB) issued new guidance that will have far-reaching implications for how leases are reflected in the financial statements of entities in nearly every sector of the economy. Leases are one of the most popular forms of asset financing, in no small part...
Plante Moran Financial Advisors
March 2016 EXECUTIVE SUMMARY • • CPA, CFP®, CIMA® Partner, Chief Investment Officer U.S. stocks ended the month with mixed performance, with mid caps gaining 1.1% while large caps and small caps were essentially flat. • Bonds rallied in February, as the flight to quality suppressed long-term rates; the yield on the benchmark 10-year Treasury ended...
FOR INSTITUTIONAL OR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR PUBLIC USE OR VIEWING. WisdomTree Fund Characteristics Report 4th Quarter 2015 The WisdomTree Characteristics report was compiled to give a framework to analyze the characteristics of WisdomTree Funds relative to 1) funds that track the market capitalization weighted benchmark of each WisdomTree Fund when such Funds are available...
FOR INSTITUTIONAL OR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR PUBLIC USE OR VIEWING. WisdomTree Index Comparison Report 4th Quarter 2015 Page 1 of 17 FOR INSTITUTIONAL OR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR PUBLIC USE OR VIEWING. WisdomTree Index Comparison Report As of December 31, 2015 The WisdomTree Index Comparison Report is compiled to give investors a framework to analyze...
WisdomTree EQUITY INDEXES 2016 REBALANCE CALENDAR Related WisdomTree ETF Ticker Korea Hedged Equity Strong Dollar U.S. Equity Weak Dollar U.S. Equity Korea Hedged Equity Strong Dollar U.S. Equity Weak Dollar U.S. Equity DXKW USSD USWD Strong Dollar Emerging Markets Equity Strong Dollar Emerging Markets Equity Australia Dividend Intl. Equity Australia Dividend Intl....
