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We’re committed to providing the best service possible to our clients. Keeping you informed of industry trends in the investment world is an important aspect of fulfilling that commitment.

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Key Investment Themes for 2018

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For a number of months, we have been advising clients to “expect more volatility.” 2017 was one of the least volatile years for the stock market in history, as equity prices worked gradually higher throughout the course of the year. But the placid environment that characterized 2017 has given way to a markedly different capital markets climate in 2018. So,…

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Close-up of front side of gold Bitcoin

Is Bitcoin The Next Tulip-Craze?

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Unless you’ve been able to avoid the Internet, 24-hour news channels and social media in recent months, you’ve undoubtedly heard of the phenomena that is Bitcoin. Although Bitcoin has only been in existence since 2009, when it was created by a mystery figure named Satoshi Nakamoto, it did not attract real attention until last year when the digital currency value…

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Megan McMurry Earns Chartered Advisor in Philanthropy Designation

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Megan McMurry, Vice President of Trust and Client Services, recently completed a year-long program to earn the Chartered Advisor in Philanthropy (CAP) professional designation from the Richard D. Irwin Graduate School of The American College.  The program was organized locally by the Omaha Community Foundation (OCF) and was led by OCF board member Mark Weber, a principal of SilverStone Group,…

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January 2018 Market Comments

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  In 2017, equities outperformed bonds for a seventh consecutive year. This equity friendly environment delivered positive stock returns, as measured by the total return of the S&P 500 Index, every month last year for the first time in history.   International stocks were the best-performing equity asset class in 2017, ending a multi-year stretch where international equities lagged domestic…

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OMAHA WITHOUT BERKSHIRE HATHAWAY? TED BRIDGES WEIGHS IN

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Following the announcement of Warren Buffett’s potential successors, Omaha is speculating about the future of Berkshire Hathaway and whether the company will continue to be based in Omaha, 1,200 miles from Wall Street.   Ted Bridges comments in this weekend’s Omaha World Herald, “I would suspect that if either Greg or Ajit ends up being CEO, both would respect the…

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MEGAN MCMURRY COMMENTS IN MIDLANDS BUSINESS JOURNAL ON TRENDS IN THE WEALTH MANAGEMENT INDUSTRY

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  For a long time wealth management services have been used mainly by high net worth individuals.  The trend we are seeing more and more is: 1) younger people are engaging in financial planning, and 2) all clients, regardless of their net worth, are more interested in financial planning and wealth management as they near retirement. A clear trend is…

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