There’s a new face at Mailey Rogers Group!

Introducing Brad Russell, CFP

April 10, 2018

Brad Russell, Wealth Advisor

If you’ve worked with Mailey Rogers Group for any length of time, you know about our values. We care about our clients and their families, and we take the time to truly understand their needs and goals. Relationships are incredibly important to us – both here in the office and with our clients – and we are committed to delivering an exceptionally high quality of wealth management services. (That said, we are always happy to catch up with clients on a personal level and enjoy a good laugh).

When we were tasked with bringing someone new to Mailey Rogers Group, it was about so much more than just a resume. We considered our applicants’ skills, experience, goals, approach to client service and fit with our team. We wanted someone dedicated and with exceptional financial skills, but also knew they would have to be personable and share our wealth management philosophy. We have a very strong team with an amazing working dynamic, so naturally, we were being very selective about who we brought on board!

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March 2018 review and market outlook

Market commentary by Kim Mailey

April 3, 2018

Year of the chihuahua

It’s been an eventful start to 2018 for global financial markets. The 5.6% rise for the S&P 500 Index was the biggest January gain since 1997. This rally was quickly followed by the first 10% market correction since early in 2016. With the strong rally followed by the large sell-off, the S&P 500 is off a mere 1.22% so far in 2018, but it feels like more!

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Higher volatility a normal feature of this stage of the cycle

Here's what we're thinking

March 27, 2018

Global markets have struggled to make new gains since late February. In our view, this is partly due to concerns surrounding widening trade frictions between the U.S. and its major trading partners, heightening fears of a potential global trade war. Thus far, U.S. trade action has targeted certain products (i.e. steel and aluminum). However, recent talk of broader economic sanctions directed at China and aimed at reducing the U.S.’s trade deficit with the world’s second largest economy could increase risks of an escalation. As long as protectionist action remains modest in scale and focussed on a few products, then risks of a global trade war should remain contained, in our view, helping to ease market anxiety. Near-term market focus should shift to monetary policy. The Fed’s rate hiking cycle remains on course with Jerome Powell earlier today steering the U.S. Federal Open Market Committee to its first increase in the Fed target rate (25bp to 1.75% at the upper bound) since taking over as Chairman of the Fed early this year.

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Working with Mailey Rogers Group at tax time

March 21, 2018

Martha Angulo is ready to help Mailey Rogers Group clients get prepared during tax season!

At Mailey Rogers Group, we understand that client care is about more than being friendly – it’s about offering financial services that are personalized, effective and convenient. We take the complex and make it simple, whether we’re managing your investments, planning your retirement, creating an estate plan or supporting another element of your wealth management strategy. We work collaboratively, focusing on your success and peace of mind.

There is no better example of this than at tax time. While our team does not prepare income tax returns for clients, we strive to make tax season as simple as possible for them. Mailey Rogers Group provides each client with a list of documents that should be submitted to their tax preparer. Should you need help obtaining any of these items for your tax return, Martha Angulo is on hand to assist. Our team often communicates with our clients’ accountants to ensure no document is missed or misunderstood. This is a great opportunity to touch base and confirm that all professional parties are working toward the same goal.

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