Blog

  • TrueWealth’s 3rd Quarter 2017 Market Commentary

    Posted on October 18, 2017

    Markets As Sonny and Cher used to sing, “And the beat goes on.” For the 7th quarter in a row, the S&P notched a positive gain, and our global equity model portfolio did the same. All major asset classes were up once again, and despite continued concerns of an overbought market, investors continue to seek alternatives to low interest rates,

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  • Great Place to Work® and Fortune Magazine Named TrueWealth #16 on 2017 Best Small Workplaces List

    Posted on October 18, 2017

    ATLANTA (October 18, 2017) –TrueWealth, LLC, one of Atlanta’s leading wealth management providers, is delighted to be named #16 to the 2017 Best Small Workplaces list by Great Place to Work® and FORTUNE. This is the second consecutive year the firm has earned a spot on this prestigious list. The survey assessed each company’s camaraderie, leadership, fairness, rewards and career opportunities;

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  • Weekly Economic Update – October 16, 2017

    Posted on October 16, 2017

    RETAIL SALES, SENTIMENT NUMBERS IMPRESS Two economic indicators stood out last week. Retail purchases rose 1.6% during September as households and businesses replaced cars and trucks damaged in hurricanes. This was the best monthly advance recorded by the Department of Commerce since March 2015, and the gain was 1.0% even with auto buying removed. The University of Michigan’s initial October

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  • TrueWealth’s Q3 2017 Quarterly Market Review

    Posted on October 11, 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

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  • Weekly Economic Update – October 9, 2017

    Posted on October 9, 2017

    HURRICANES HURT SEPTEMBER JOB NUMBERS For the first time in seven years, the economy went a month without payroll growth. The Department of Labor’s September employment report revealed the impact of Hurricanes Harvey and Irma: it showed 33,000 fewer people working. Average hourly wages rose 0.5% to take the annualized gain to 2.9%, but this may have been an effect

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  • Weekly Economic Update – October 2, 2017

    Posted on October 2, 2017

    PERSONAL SPENDING BARELY IMPROVES Consumer spending increased by only a seasonally adjusted 0.1% in August, while consumer incomes rose 0.2%. Those gains precisely matched the projections of economists surveyed by the Wall Street Journal. Factoring in inflation, household spending actually retreated 0.1% during August. Hurricane Harvey may be partly to blame for these numbers.1 ROUNDING UP REAL ESTATE INDICATORS Census

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  • Weekly Economic Update – September 25, 2017

    Posted on September 25, 2017

    FEDERAL RESERVE: UNWINDING WILL BE GRADUAL Last Wednesday, the country’s central bank detailed how it would shrink its mammoth balance sheet. During the fourth quarter, the Fed will unload $10 billion of maturing bonds per month; in each subsequent quarter, the monthly runoff will increase by $10 billion until reaching a limit of $50 billion. Fed chair Janet Yellen said

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  • Estate Documents that Everyone Should Have

    Posted on September 20, 2017

    “According to a new Caring.com survey, only 42 percent of U.S. adults currently have estate planning documents such as a will or living trust. For those with children under the age of 18, the figure is even lower, with just 36 percent having an end-of-life plan in place.”¹ Interestingly, most couples believe if they die without a will, the surviving

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  • Weekly Economic Update – September 18, 2017

    Posted on September 18, 2017

    INFLATION SPIKED IN AUGUST Economists had long assumed consumer prices would rise abruptly at some point, and they certainly did last month. The Consumer Price Index increased 0.4% in August, its biggest one-month advance since its 0.6% gain in January. Higher gas prices were a major influence: they rose 6.3% for August. Core inflation was up 0.2% after four straight

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  • Atlanta Business Chronicle Names TrueWealth a “Best Place to Work” for 4th Consecutive Year

    Posted on September 13, 2017

    ATLANTA (September 13, 2017) – The Atlanta Business Chronicle named TrueWealth, LLC, a leading provider of wealth management services in Atlanta, as one of the city’s “Best Places to Work” in the Small Companies Category (100 or fewer employees) for the fourth consecutive year. “We are truly honored to be named a ‘Best Place to Work’ once again in our hometown

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