The Planning Perspective

Market Outlook

“Our long term expectations for the market is sound, with corporate earnings continually improving throughout the remainder of the year. Political uncertainties can dampen these expectations, of course, so our recommendation of being “cautiously optimistic” is represented within our model portfolio shift from U.S. small caps, to international large caps.”                                                 -The Planning Perspective Research Department Check into Market Outlook on a quarterly basis to get our expectations and forecasts.    

Money Saving Tips

Review the App store on your mobile devices frequently to stay abreast of all the new money saving applications.  

What’s Hot and What’s Not

Ask your advisor about our listing of the best and worst performing stocks for the quarter, and find out if any of these names are in your portfolio.  

Big Yield

Looking for yield? Talk to your advisor about our quarterly list of the highest yielding dividend paying stocks.

Tax Free

Want some tax free income? Ask your advisor about our monthly listing of the highest rated and highest yielding municipal bonds.  
Market Outlook
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