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243 Scalehouse Loop Suite 5B,
Bend, OR 97702
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(541) 678-5475
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It’s hard to believe we’re over half way through the Year! Although 2018 has not been as favorable as last year and has included a pullback in the S&P 500 of over 10%, most markets have climbed out of the red and many firms, like LPL, have a favorable outlook for the near future.
LPL provides an insightful look at current conditions including rising inflation, the possibility of increased volatility, and the opportunities that still exist in the late stages of an economic cycle. Specifically, this piece addresses many of the questions I’m increasingly receiving regarding fiscal policy (including tariffs), bond yields for income oriented investors, and a GDP forecast (slightly upgraded according to LPL and most other large firms).
LPL Mid-Year Outlook 2018.compressed
As always we attempt to utilize current research in the management of portfolios, but sticking to a long-term, diversified investment approach often provides more of the consistent returns that most clients need.
Please send your questions and comments!
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CONTACT US
Phone: 541-678-5475
Fax: (541) 678-5476
E-mail: [email protected]
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ADDRESS
243 SW Scalehouse Loop, Suite 1A,
Bend, OR 97702
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A Registered Investment Advisor
Investment Advice is offered through Cascade Financial Strategies, a registered investment advisor licensed in Bend, Oregon, California and Idaho (We also operate in other states under the "de minimis" exemption, meaning having five or fewer clients within that state).
An investment advisor or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or IA rep requirements; and follow up, individualized responses to consumers in a particular state by investment advisor or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment advisor or IA rep, please do not hesitate to contact your state securities law administrator. Cascade Financial Strategies