Here is our October 2017 Monthly review. If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast format.
Enjoy!
October 2017 Video
Break In – D Magazine Honors – Best Wealth Managers
We are super happy to be honored in D Magazines Best Financial Planner and Wealth Managers Award !!
Thanks so much and congratulations to our fellow recipients.
11th Consecutive Honor – John Kvale Best Individual Financial Planner
The 11th consecutive D Magazine best Financial Planner award was also in this edition and we are super happy to announce, John received his 11th consecutive nomination!
Wow and again thanks to our fellow recipients!
Financial Planning Tip(s)-
Social Security Increase
Don’t smirk at 2%, every penny counts! With a CPI (Consumer Price Index) increase of 2% year over year, the Social Security Administration passed the good news on earlier this month. Take that 2% increase and run!
Capital Market Comments
Rates are Slowly Ticking Up
After much silence on interest rates, we have taken notice of recent movement as the global economy begins to pick up steam … Overseas seems to really be getting their act together.
Consumer Sentiment Also Higher
The University of Michigan Consumer Sentiment hit a post “Great Recession” high this month.
With two thirds of our US Economy being based on consumer consumption, this bodes well for the Economy.
See you at the end of November, which also features our very special Blooper Thanksgiving Video from a few years ago!
Happy Fall Season!
John A. Kvale CFA, CFP