Consolidated Financial Management

https://conta.cc/3J6EZi9

Third Quarter 2022 Commentary Third Quarter 2022 Economic/Market Outlook Please click here to open our Third Quarter 2022 Commentary Sincerely, The CFM Family Consolidated Financial www.cfmplanners.com 503-844-9146 ‌ ‌ ‌

Here is our latest market and economic outlook. We hope you find the charts and commentary valuable.

Q1 2016 Economic and Market Outlook Click to View the Video Message

Here is our latest quarterly economic and market outlook. Given the recent volatility in the markets, I would encourage you to take a few minutes (it's less than 7 minutes long) to hear our perspective and outlook. Please let us know if you would like to discuss this in greater detail.

July, 2015 Update PointAcross - the universal choice for personalized video commerce. We provide accessible and engaging video solutions, delivering superior value to our subscriber marketplace.

Here is our quarterly economic and market outlook. This is a brief 5 minute report. You do need to have your speakers on to hear the presentation. Please call for further discussion.

April, 2015 Update PointAcross - the universal choice for personalized video commerce. We provide accessible and engaging video solutions, delivering superior value to our subscriber marketplace.

Below is the link to our economic/market outlook for 2015. We hope you find the information useful.

http://play.pointacross.com/kbpffnpatzqz

LPL Financial

LPL Research makes the case for the Federal Reserve to start tapering the bond buying program. Do you agree?

"Beige Book: Trust" | Weekly Economic Commentary | September 9, 2013 "The latest Beige Book and the August employment report likely keep the Federal Reserve (Fed) on track to announce a scaling back of its bond purchase program (quantitative easing, or QE) at the next ...

It is hard to believe it has been five years since Lehman Brothers went under. It seems like an appropriate time to relect on lessons learned. We are certainly more cautious than prior to the crisis.

"The One Big Risk" | Weekly Market Commentary | September 9, 2013 "As Lehman Brothers filed for bankruptcy on September 15, 2008, there was one big risk everyone was worried about across their portfolios: credit risk."

Kari just attended LPL Financial's national conference in San Diego this week. Colin Powell was the keynote speaker. She said he was very funny in his presentation of what it takes to be a leader.

Here is the latest economic/market outlook.

March, 2013 Update Click to play this GoldMail Message: March, 2013 Update

Here is the latest from LPL's Chief Investment Officer.

"Overcoming the Twin Ceiling Conundrum" | White Paper by Burt White | January 2013 "This is the Twin Ceiling Conundrum: the irony that resolving the impending debt dilemma may be the catalyst to lift the market to further gains."

We invite you to listen to our first quarterly update of 2013.

Q1 2013 Outlook Click to play this GoldMail Message: Q1 2013 Outlook

Here's the latest Wall Street Election poll.

The "Wall Street" Election Poll Index | November 8, 2012 "In the past week ending Wednesday, the day after the elections, the LPL Financial "Wall Street" Election Poll Index sharply reversed the move toward Republican-favored industries relative to those ...

Guess what... you are probably in the top 5%. This is an interesting piece on who makes up the top 5% of taxpayers.

Breaking Down the Taxpaying Population: Where Do You Fit In? Were you in the top 50% of federal income tax filers for 2009? The top 5%? The answer, based on IRS statistics, might surprise you.

Here is LPL's latest take on the election.

The "Wall Street" Election Poll Index | November 1, 2012 "In the past week ending Wednesday, the LPL Financial "Wall Street" Election Poll Index reflected a modest further move toward Republican favored industries relative to those favored by Democrats, ...

"China Has Already Landed Softly" | Weekly Economic Commentary | August 13, 2012 "We continue to expect a soft landing, growth between 7-8% in 2012. Our forecast remains below consensus."

FINRA - Home Page FINRA is the largest independent securities regulator in the U.S. Our chief role is to protect investors by maintaining the fairness of the U.S. capital markets.

It is time for portfolio rebalancing. With recent market volatility and uncertainty, global equity prices have become more attractively valued. At the same time, money has been pouring into US treasuries, lowering yields. It may be timely to take profits in fixed income and buy equities. It may also be opportune to rebalance portfolios bringing them back in line with investment objectives. We welcome the opportunity for further discussion.

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