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Northwest Quadrant Wealth Management is a full service, independent financial planning and investment advisory firm headquartered in Bend and serving Oregon and beyond.
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  • So, tonight, on My Window you talked about interest rate risk..valid... topic..and then Kerri tosses it to you saying, "should people call you about what to do?" blatant shilling...and then, you bad mouth annuities and their fees...well, my Vanguard annuity charged me zero sales fees after I held the annuity for seven years, and it has returned me 9+% the last five years, with minimal fees. You guys need to put the usual "there is a risk in taking our advice" warnings. You are getting away without respecting the usual caveats on investment advice, and pretending to be an 'information' segment, when, in fact, you are trying to attract business. Nothing wrong with that, but be up front about it. See More
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Enews February 27th

Inflation in play.

Increased spending at gas stations and restaurants in January, pushed up retail sales by 0.4%. Service station sales increased 2.3%, restaurants and bars rose 1.4%, and auto sales slipped 1.2%. Over the past 12 months, retail sales have risen 5.6%. (Commerce Department) Consumer prices saw their big...

“Follow the bouncing ball“. Our latest e-news. Check it out while it’s fresh.

Volatility has taken a back seat... Have we forgotten volatile markets? Watch and see what Troy and Tyler think about the markets today.

Refinancing way down.

Small business optimism rose again in January to its highest level since December 2004, according to the National Federation of Independent Business – Index of Small Business Optimism. The Index reached 105.9. Five of the Index components increased and five decreased, but many held near their record...

Apple of my eye.

Happy Valentine Day. The S&P 500 has risen only 40.9% percent of the time on Valentine’s Day, compared to a historical daily rate of 52.1%. (CNBC) The S&P 500 now has a market cap of $20 trillion crossing that mark for the first time ever. (CNBC) It is just 30 stocks but the exchange-traded funds......

OPEC reduces production.

Chinese trade expanded both imports and exports. The increase in exports suggests that the weaker yuan boosted exports. The data suggests an improving Chinese and global economy. (LPL Research) Many oil market participants have questioned whether OPEC members would adhere to the production cuts agre...

No recession???

Initial claims for unemployment insurance remained pinned to 40-year-plus lows in the latest week, and continue to suggest that the labor market is tightening. Claims do provide a recession signal when they rise between 75,000 and 100,000 over a six-month period. Six months ago, claims were running…

Whole Foods shutters stores.

Chinese foreign currency reserves fell last month to just under $3 trillion. While this is still a huge stockpile, China’s reserves were roughly $4 trillion at their peak. Declining reserves call into question the government’s ability to continue to support the yuan. (LPL Research) European earnings...

Small biz hiring strong.

The National Federation of Independent Business says small business hiring grew in December at an average rate of 0.15 workers per firm, the strongest result since September 2015. NFIB says 53% of small business owners hired or attempted to hire workers, up from 51% in November. Fifteen percent of s...

Oil drags down company profits.

BP, the old British Petroleum, reported quarterly sales that reached a 10-year low and missed market expectations. The oil giant posted a second consecutive losing year as oil prices remain weak. (CNBC) Summit Bank of Eugene, with a branch in Bend, reported a record annual profit of $2.8 million in…

Girl power boosts profits

It is a quiet week ahead for economic data and policy. With only some data from China. (LPL Research) We will call fourth quarter earnings season good but not great. Earnings growth for the S&P 500 for the quarter are now tracking to 7.9%. Results have been driven by improvement in the energy sector...

Big jobs growth!

The Department of Labor says the US economy added 227,000 jobs in the first month of 2017. Private sector added 237,000 jobs and government shed 10,000 jobs. Unemployment rate stands at 4.8%. Wages grew 2.2% over the last 12 months. Worker productivity remains well below average. Output per man hour...

Manufacturing picks up.

The manufacturing sector expanded in January with the Institute for Supply Management index hitting 56. A reading above 50 percent indicates that the manufacturing economy is generally expanding; below 50 percent indicates that it is generally contracting. The overall economy has grown for 92 consec...

Check out our latest Northwest Quadrant Wealth Management e-newsletter. Stay the course!

Watch Tyler Simones from Northwest Quadrant Wealth Management discuss the markets today. Learn more at

Home sales Climb.

New home sales in December fell 10.4% to an annual rate of 536,000 homes. Sales totaled 563,000 in 2016, up 12.2% year over year their highest since 2007. (Commerce Department) Bank of the Cascades fourth-quarter profits jumped 43% to $5.9 million. Net income for 2016 was $16.8 million compared with...
Umpqua Bank, the largest bank based in the State, reported $24.8 billion in assets up 6% in 2016. Deposits climbed 7% to $19 billion. With low interest rates Umpqua’s net interest income fell 3% in 2016 to $844 million. The bank had a Q4 profits of $0.27 per share. (PBJ) Formerly one of the largest....

More record closes.

Big rally yesterday as President Trump took jobs action. The S&P 500 and the Nasdaq posted record closes. The Dow finished less than 90 points away from 20,000. (CNBC) Home resales fell in December by 2.8% from the prior strong month. That is an annual rate of 5.49 million units. Home sales of 5.45…