The Most Important Piece of the Estate Plan Puzzle

Written by Christy Barton of the Barton Law Firm, PLC

What is the most important estate planning instrument you will ever sign? Most would answer “a Will” or “a living trust agreement” and either or both of those answers would often be correct – but not always. As our experience has taught us, the most indispensable instrument in your estate planning toolbox may prove to be a properly crafted durable power of attorney.

Though most planners focus on helping clients reduce death ...

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Month in Review: July 31, 2014

The month of July moved along in relatively benign fashion with light summer volumes and no material economic surprises, until the last day of the month. On July 31st, large caps, small caps, Treasuries, oil, credit, gold, silver, platinum, palladium, and copper all traded lower. Only the USD escaped the volatility. No clear fundamental or technical metric was a clear culprit and economic data remained on a positive trajectory over the course of the month.

Overall, we saw equities decline across ...

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Week in Review: August 1, 2014

A week that started off relatively benign turned south in a hurry as a confluence of events tested risk markets globally. Equity markets sold off globally with European stocks getting hit particularly hard. The S&P 500, DJIA, NASDAQ, and Russell 2000 all broke below their 50 day moving averages this week. Bond yields and credit spreads moved higher on inflation concerns and risk aversion respectively.

It was a busy week including an FOMC meeting, a large amount of economic data (31 ...

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Week in Review: July 25, 2014

An up then down week in the equity markets ended with most indices finishing flat to ‐0.50% on the week. Geopolitics was front and center again this week but unlike last week, didn’t materialize in any meaningful volatility. It seems that central banks have desensitized markets to a certain extent as the downing of a passenger airliner, escalating violence in the Gaza Strip, a looming sovereign debt default in Argentina, and financial woes at a Portuguese bank have yet to ...

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Week in Review: July 18, 2014

For the week ending July 18th, markets dealt investors a slice of volatility for the first time in several weeks. In fact, Thursday marked the first session in two months with a move greater than 1% on the day. Congressional testimony from Fed Chairman Janet Yellen, corporate earnings, and geopolitical tensions fueled markets on the week. Yellen’s testimony both pushed and pulled markets as she acknowledged stretched valuations in some areas of the stock market (biotechnology and small caps), concern ...

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