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The Morning View: November 7, 2019

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Initial Jobless claims for the previous week fell by 8,000 to a total of 211,000 and have remained in the low 200k range since the start of 2018. Historically, amounts below 300k...

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Should Families be Concerned About Inherited Wealth?

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 A recent article written by Joe Pinkster for the online magazine, The Atlantic, discusses the issue of inheritance, and specifically whether there exists a magic number that represents...

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The Morning View: November 1, 2019

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, the economy added 128,000 jobs in October, higher than forecasts. Additions occurred in the food service and social assistance industries, while manufacturing fell due partly to...

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The Morning View: October 25, 2019

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager As we continue through third quarter earnings reports, results have been mixed to incrementally positive when compared to benign expectations. In addition, individual companies have provided optimistic...

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The Morning View: October 16, 2019

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales fell 0.3% in September, much lower than the 0.3% increase expected. The decrease was driven by building materials and auto sales. The Control Group, which excludes...

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