Modest Returns in 2Q as Greece and China See Turmoil

July 23, 2015 The U.S. equity market (S&P500) saw a total return of 0.7% in the second quarter to deliver a year-to-date total return of 1.2%. (FactSet) Price return for the index is barely up for the year, meaning that the majority of total return came from dividends.  Equity returns managed the flat to slightly
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Perspectives on China

While the situation in Greece has captured the majority of the headlines over the past month attention has shifted toward the rapid decline of the mainland Chinese stock exchanges. (Look for an update on Monday regarding the developments in Greece which appear to be moving in a more positive direction) Given that China’s economy is
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Greece

Gregory A. Lowe, CFP® You might be wondering why it is so difficult for a resolution to the Greek debt crisis.  When you peel back the layers it comes down to two key issues. For Greece, their economy is largely based on tourism and small amount of production of goods and services.  As their debt
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