Danielle Andrus, Investment Advisor
Our fearless forecasters share the highs, lows — and their worries — about 2017’s markets and economy.
We head into 2017 facing a great deal of uncertainty. The Department of Labor’s fiduciary rule, finally released in April 2016 after six long years of theorizing what it could hold for advisors, is once again an unknown entity as policymakers and industry organizations continue their fight to delay or dismantle it President-elect Donald Trump, who will take office Jan. 20, 2017, with a Republican majority in Congress, is untested as a politician, and his mercurial public persona makes it difficult to predict how he will finally act on issues that are in1portant to advisors and their clients.
Washington Bureau Chief Melanie Waddell breaks down some of these political and regulatory uncertainties in the cover story beginning on page 20 (see January issue of Investment Advisor). To attempt to divine how these factors might influence the economy, we turned to our monthly Asset Allocation panelists.
Each month, we ask our panelists to provide their financial and economic outlooks for the next six months, as well as their recommended portfolio allocations. This month, we asked them to expand these outlooks to all of 2017 and to share their top concerns for investors and for the economy.
About 360 Financial Group
360 Financial Group, founded in 1990, provides a holistic approach to comprehensive wealth management as well as tax and accounting and investment management services. At 360 Financial Group, our MISSION is to be our clients’ primary advisor. We believe our knowledge, experience, and intuitive approach to tax and financial planning gives our clients the confidence they need to help them realize their dreams.
Registered Representative, Securities Offered Through Cambridge Investment Research. Inc., a Registered Broker-Dealer, Member FINRA, SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Small Business Group, Inc. and Cambridge are not affiliated.
Cambridge Investment Group, Inc. is a privately-controlled firm with a national reach across the financial services industry consisting of multiple broker-dealers and RIAs, including Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Continuity Partners Group, LLC – a special purpose broker-dealer and registered investment advisor; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country supporting approximately 3,000 independent financial professionals nationwide who serve their clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own. For more information visit www.joincambridge.com.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2016.