It wasn't a unanimous decision, but the Federal Reserve is not yet convinced that the American economy is strong enough to sustain a rate hike. When the Fed met last week, its 6th of 8 scheduled meetings in 2016, the vote was 7-3 to hold short-term rates steady. But post-meeting comments from Fed Chair Janet Yellen were "hawkish" in nature, a sharp contrast from the "dovish" position she has maintained since taking over the reins of the nation's central bank in February 2014. Yellen cautioned that "we don't want the economy to overheat," a clear signal that our strengthening financial system will move the Fed to raise rates, possibly even later this year (source: Federal Reserve). The first of 3 debates between Hillary Clinton and Donald Trump will take place…
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To begin, we are an independent, locally owned, fee-based only advisory, wealth management firm combining the responsiveness of an agile boutique firm with the depth of experience, expertise and research capabilities associated with large financial corporations.
To ensure wealth goals, retirement planning and solutions progress as planned, our face to face bi-annual reviews measure progress supported by our network of national and regional financial specialists, combining to provide a matchless level of personal service, expertise and integrity our clients have relied on spanning three decades.
Active commitments and leadership roles with civic and charitable organizations are Beauport staples. Our success has given us the opportunity and responsibility to share our resources creatively, empowering our clients to help support stellar North Shore charities through our valued Richard D. Wilson Community Response Gift Fund; we invite you to learn more under “Community.”
Completing our core relationships, we are part of a 50-year old national producer group of leading independent firms nationwide as a member of broker-dealer ValMark Securities, Inc. and ValMark Advisers, Inc., a registered investment adviser. ValMark is a preeminent, by invitation only, broker-dealer specializing in providing equity, investment advisory and insurance support services to independent members. We, and our clients, benefit from the buying power and technical expertise of ValMark, enhancing our services, data resources and guidance for our clients.
We serve as your collaborative partner applying our experience, expertise and unparalleled service, helping you to attain life-long goals while securing your financial independence. Always client-centered and results-driven, we are committed to honoring your trust every day.