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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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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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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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TED BRIDGES COMMENTS TO THE WORLD HERALD ON 2018 MARKET PREDICTIONS

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“I expected the Trump administration to have a major impact and I have not been disappointed,” said Morgan. “The market is where it is today because of their major shift in attitude to the economy and business. … The tax reforms passed by the Congress should keep the momentum going into 2018.” Other forecasters agree the effects of maneuvers such…

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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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Brian R. Miles Presents at Schools of Banking

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In August, Brian R. Miles, Senior Vice President, was invited to lecture at the Schools of Banking, a joint effort of the Nebraska Bankers Association and the Kansas Bankers Association. This year’s school, held in Manhattan, KS, was catered to advanced trust officers, portfolio managers and other wealth management professionals and featured attendees from banks and wealth management firms across…

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