April 2018 review and market outlook

Market commentary by Kim Mailey

May 2, 2018

Strong Fundamentals – poor sentiment

Business and consumer sentiment reading in the U.S. slipped from their recent highs. Many of the respondents to these surveys cited intensifying global trade tensions as a key concern weighing on confidence. The primary transmission channel through which a sustained drop in confidence makes its way into the broader economy is a gradual cool-off in consumer spending, business hiring and investment plans.

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A Q&A with Monique Trepanier, Estate & Trust Consultant at Scotia Wealth Management

May 2, 2018

Mailey Rogers Group is dedicated to providing financial resources that engage, inform and empower our clients and community. Today, we’re sharing a Q&A between Kim Mailey and Monique Trepanier. Monique is a valuable member of our extended team who is giving a seminar on May 8, 2018 entitled, “Life and Legislation Change: So Should Your Will”. To reserve your seat, please Tannis Fuller.

Kim Mailey: We’re very pleased that you’re giving this seminar. What should Mailey Rogers Group clients and guests expect to learn from it?

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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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