Blog

  • Weekly Economic Update – February 20, 2017

    Posted on February 20, 2017

    RETAIL SALES ROSE 0.4% in JANUARY Consumer spending on household electronics and appliances powered this gain. Analysts polled by Reuters had expected a 0.1% advance. Core retail purchases also rose 0.4% last month. The Department of Commerce revised the December increase for retail sales upward to 1.0%. Across the 12 months ending in January, retail sales advanced 5.6%.1 INFLATION PRESSURE

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  • Weekly Economic Update – February 13, 2017

    Posted on February 13, 2017

    CONSUMER SENTIMENT SLIPS A BIT The University of Michigan’s preliminary February index of consumer sentiment came in at a reading of 95.7 Friday, compared with a final January mark of 98.5 (which was a 13-year peak). Economists polled by Bloomberg had expected a slight decline to 98.0. While this was the index’s lowest level in three months, it still topped

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  • TrueWealth Named a 2017 Top 10 Financial Advisor in Atlanta by AdvisoryHQ

    Posted on February 13, 2017

    ATLANTA (February 13, 2017) – TrueWealth, LLC, a leading provider of wealth management services, has been recognized for a second year in a row by AdvisoryHQ as one of the top 10 financial advisors in Atlanta. The list is the result of independent research, review and ranking of financial firms using a complex rubric of methodologies including transparency, performance, team excellence

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  • Show Me the Money

    Posted on February 9, 2017

    2017 Travel Tips – Part 2 By Roger Ward, CPA/PFS, CFP® In my last blog post, Travel Tips for the 2017 Travel Season, I covered the importance of an up-to-date passport. This week, I’ll share the best ways to pay for goods and services while traveling abroad and the best way to obtain the local currency. When my wife and

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  • Weekly Economic Update – February 6, 2017

    Posted on February 6, 2017

    POSITIVES & NEGATIVES IN JANUARY’s JOB DATA The Department of Labor’s latest jobs report showed 227,000 net new hires last month. Unfortunately, wages grew just 0.1% in January as the headline jobless rate rose slightly to 4.8%. The U-6 rate, counting the underemployed, rose 0.2% to 9.4%.1 STRONG CONSUMER CONFIDENCE & SPENDING While the Conference Board’s monthly consumer confidence index

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  • Travel Tips for the 2017 Travel Season

    Posted on February 2, 2017

    By Roger Ward, CPA/PFS, CFP® It may be blustery and cold now, but travel season will be here before you know it. To help you prepare for your summer adventures, I want to share a few tips to help you navigate around some avoidable travel obstacles — starting with a few passport reminders. Passports – Don’t Wait to Apply or

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  • Weekly Economic Update – January 30, 2017

    Posted on January 30, 2017

    HOUSEHOLD SENTIMENT GAUGE RISES AGAIN The University of Michigan’s Index of Consumer Sentiment gained 0.4 points from its preliminary reading this month to reach a final January mark of 98.5. That represents a 12-year peak for the index, which stood at 92.0 in January 2016.1,2 HOME SALES FELL IN DECEMBER Given costlier mortgages, rising prices, and tight inventory, the December

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  • TrueWealth’s 4th Quarter & 2016 Year-End Commentary

    Posted on January 23, 2017

    Markets Fourth quarter results in U.S stocks masked what was happening in other global asset classes as U.S. stocks were the only positive asset class for the quarter. However, all asset classes experienced positive returns for the year, with U.S. stocks and particularly U.S. small cap stocks having outstanding returns. But even for the year, returns were dramatically different among

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  • Weekly Economic Update – January 23, 2017

    Posted on January 23, 2017

    LARGEST INFLATION ADVANCE IN 5 YEARS The Consumer Price Index rose 2.1% in 2016, marking its greatest annual gain since 2011. During 2015, consumer prices only increased by 0.7%. December saw a 0.3% rise for the headline CPI and a 0.2% gain for the core CPI (which excludes food and energy costs). The core CPI gained 2.2% last year.1 MUCH

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  • TrueWealth’s Q4 2016 Quarterly Market Review

    Posted on January 20, 2017

    This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. This report also illustrates the performance of globally diversified portfolios and features a topic of the quarter. Full Report: TrueWealth Quarterly Market Review

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