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Welcome to February!
The 2017 Q1 issue of PWP Perspectives includes a review of the fourth quarter in the markets, a look ahead for the markets in 2017, a spotlight on investment and resources for the upcoming tax season.  
As always, we welcome your questions and comments - we are here to serve you!
Markets & Economy Influenced by Election 
 
  • US economic growth remained restrained in Q4 after acceleration in Q3.
  • Improving US economy and election a strong combination for stocks.
  • Rates soar as markets digest implications of Trump presidency.
  • Distressed debt strategies continued to perform.
  • Oil prices surge late in quarter on OPEC production cut.
2017 Market Outlook

 Commentaries from LPL Research and American Funds Capital Group echo similar sentiments with regard to this year's market outlook:
  • Political and Economic uncertainty signal a world in transition
  • Still-low rates and a relatively subdued economic growth trend take a toll on prospective asset returns
  • The U.S. will continue to be a bright spot in the global economy

LPL Outlook 2017: Gauging Market Milestones

American Funds: Navigating a World in Transition

If you have any questions about your portfolio, please don't hesitate to ask. 

We are happy to discuss with you at any time! 
 
    Quarterly Spotlight: 
Investment
2016 Hits and Misses

 
  • Stock market forecast was largely on target for the year 
  • Surprising elections in US and UK caught markets off guard
  • Includes category and sector analysis
  • 2016 saw extremes in the bond market throughout the year
  • Federal Reserve rate increase
  • Total returns for broad bond market were within forecast of low- to mid-single-digits
  

 Our Commitment
As you get ready for tax season, we are here to help!  Review our guide to assist you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise during tax season.
Please take particular note of the 1099 Mailing Schedule on page 6 detailing the different waves of mailings:
  • January 31st
  • February 15th
  • March 1st
  • March 15th
If you are on Account View, your LPL 1099s will be available electronically as soon as they are available.  
If you don't yet have access, but would like to be set up, please  email Marie .
. . . To Ongoing Service
  • We will regularly review, monitor and adjust your strategy based on evolving circumstances and goals.
  • We will provide the opportunity for an in-person client review a minimum of once per year, more at your request.
  • We will address any client service issues immediately.

In this edition of "Beyond the Bucks" Margaret shares with us her experience with Americorps, a national volunteer service organization.

We hope you enjoy 
her article: 






  
Just for fun . . .
Did you catch a baseball, hit the jackpot or serve jury duty in 2016?  Some of the things on this list aren't that bizarre (exercising stock options), but most are things you might not have thought you may owe taxes on.