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Weekly Economic Update
November 13, 2017
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The Markets (as of market close November 10, 2017)
Trepidation over delays on proposed tax reform took a toll on large cap stocks last week, ending what had been a good run of consecutive weekly positive returns. The small caps of the Russell 2000 were hit even more than the bigger companies’ stocks. Rising oil prices pushed energy stocks higher, but not enough to offset falling stock prices across much of the market. A light economic calendar probably accounted for long-term bond yields remaining largely unchanged from the prior week. The price of gold rose slightly amidst this somewhat slow but negative week
Last Week’s Economic Headlines
- The number of job openings was little changed on the last business day of September.
- In the week ended November 4, the advance figure for initial claims for unemployment increased a bit. The advance insured unemployment rate increased slightly. This remains the lowest level for insured unemployment since January 12, 1974.
Eye on the Week Ahead
Inflation has been moving upward, but not enough to influence the Fed to raise interest rates. This week, inflationary trackers including the Consumer Price Index and the Producer Price Index provide price information for October.
Have a great week!
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Wellness Series Part 1:
Investing in Your Health
with Dr. Emily Telfair, N.D.
Wednesday, November 15, 2017
11:45 AM – 1:00 PM
Lunch to be provided
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Dr. Emily Telfair, N.D.
Naturopathic Medicine
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Going beyond the numbers: Wellness in Retirement!
Baltimore Washington Financial Advisors invites you to a Wellness Seminar Series.
Topics to include:
- Strategies for the healthiest investment of “your wellness dollars.”
- Guidelines for using food as your medicine.
- Tips on how to reduce toxin exposures in your home.
- Self-care practices to age with grace and vitality.
Come join us as we discuss these issues and more!
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Charitable Giving & Philanthropy, Endowments and Foundations
Thursday, December 7, 2017
11:30 AM – 1:00 PM
Lunch to be provided
What Will Your Legacy Be?
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Managing Director,
Wealth Management
Katherine Keefe
Executive Director
The Columbia Orchestra
Jason Love
Music Director
The Columbia Orchestra
Stephen R. Elville, Esq.
Principal
Elville and Associates
Beverly White-Seals
President & CEO
Community Foundation of
Howard County
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Baltimore-Washington Financial Advisors invites you to a round table discussion on charitable giving & philanthropy, endowments and foundations.
This discussion will include:
- Donor-Advised Funds
- Charitable Remainder Trusts
- Private Foundations
- Gifting Complex Assets
Come join us as we discuss these issues and more!
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Internship Open House
Thursday, December 28, 2017
11:30 AM – 1:00 PM
Lunch to be provided
Parents of College Students
Will your child be home for winter break?
Help them prepare for the future by signing them up for our
Internship Open House!
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Rob Carpenter
President and CEO
Meghan Manas
Director of Client Services
Managing Director,
Wealth Management
Rachel Duncan
Tax Advisor
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Does your child have an interest in learning more about financial services?
Baltimore-Washington Financial Advisors invites your college student to an interactive workshop on internship opportunities.
Topics to include:
- Overview of Financial Services
- Tax Planning
- Financial Planning
- Customer Service
- Investment Portfolio Management
- Business Services
- Marketing
Please come prepared with copies of your resume! We will be scheduling interviews after the presentation.
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Estate and Tax Law Changes
with Guest Speaker
Gary Greenwald, Esq.
Tuesday, November 14, 2017
11:45 AM – 1:00 PM
Lunch to be provided
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Managing Director,
Wealth Management
Gary Greenwald, Esq.
Spaces are limited!
Sign up today!
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Baltimore Washington Financial Advisors and Gary Greenwald Esq. invite you to this interactive workshop on “Estate and Tax Law Changes.”
The Laws about trusts and estate taxes in Maryland have recently changed. As a result of these new laws, with proper planning, find out how you can:
- Create and estate plan that provides maximum capital gains tax protection for your children and grandchildren.
- Create a trust for your family members that can shield the assets you leave them from: Their creditors, A bad marriage or Being dissipated without proper supervision and guidance.
- Ensure the settlement of your estate remains private and not a matter of public record
- Preserve and protect your digital assets upon your disability or death.
Come join us as we discuss these issues and more!
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Estate Planning:
Protecting Your Bloodline
with Guest Speaker
Gary Greenwald, Esq.
Thursday, November 16, 2017
11:45 AM – 1:00 PM
Lunch to be provided
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Managing Director,
Wealth Management
Gary Greenwald, Esq.
Spaces are limited!
Sign up today!
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Baltimore Washington Financial Advisors and Gary Greenwald Esq. invite you to this interactive workshop on “How to protect your bloodline.”
At this workshop, you will learn to:
- If you die first, how you can make sure that the assets you leave your spouse are beyond the reach of his or her next spouse?
- After you and your spouse die, how can you make sure that your assets do not get distributed to your no good son in law or daughter in law (a crowd favorite)!
- How can you make sure that the assets you leave your children are managed in sucha a way that there is something left for your grandchildren?
Come join us as we discuss these issues and more!
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Roth vs. Traditional IRA
Tuesday, November 21, 2017
11:45 AM – 1:00 PM
Lunch to be provided
Back by Popular Demand!!
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Managing Director,
Wealth Management
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Roth IRA’s and 401(k)s can be extremely beneficial for retirement investors. This BWFA workshop will show you how to take advantage of both of them.
This discussion will include:
- Positioning your assets before you retire
- Reducing your taxes during retirement
- Extending the life of your financial assets
- Creating tax planning flexibility during retirement
Come join us as we discuss these issues and more!
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Social Security and Planning
Tuesday, November 28, 2017
11:45 AM – 1:00 PM
Lunch to be provided
Back by Popular Demand!!
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Managing Director,
Wealth Management
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Baltimore-Washington Financial Advisors invites you to this interactive workshop discussion on:
This discussion will include:
- How work, age and marital status affect your benefits
- Synchronizing spousal benefits
- Minimizing taxes on your benefits
- Integrating Social Security with other retirement income
Come join us as we discuss these issues and more!
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Identity Theft
Tuesday, December 5, 2017
11:45 AM – 1:00 PM
Lunch to be provided
Are you protected?
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Managing Director,
Wealth Management
Ananta Hejeebu
Partner
Howard Tech Advisors
Sign up today!
Space is Limited!
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Baltimore-Washington Financial Advisors and Howard Tech Advisors invite you to a discussion on identity theft.
In 2015 $15 billion was stolen from 13.1 million U.S. consumers. What will identity theft cost you?
- What is identity theft?
- What are the risks?
- How does identity theft happen?
- What to do if your identity has been stolen?
- How to be proactive to prevent identity theft?
Come join us as we discuss these issues and more!
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Alzheimer’s vs. Dementia- What is the Difference?
Friday, December 15, 2017
11:45 AM – 1:00 PM
Lunch to be provided
Special Guest Speakers:
Steve Elville and Penny Graf
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Managing Director,
Wealth Management
Penny Graf LCSW-C,
C-ASWCM, OSW-C
Eldercare
Steve Elville, Esq.
Principal
Elville and Associates
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Baltimore-Washington Financial Advisors, Elville and Associates and Ferretto Eldercare Consulting, invite you to theis interactive seminar on “The Differnce Between Dementia and Alzheimer’s”
Topics to Include:
- Many types of Dementia’s – No Once Size Fits All
- A thorough medical evaluation is key
- Gather a team
Come join us as we discuss these issues and more!
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