Welcome

July 2015 Mid-month

Key Points and Market Recap • The drama in Greece may persist for years, but we believe widespread contagion remains unlikely. • The Chinese market volatility and economic decline are growing as issues that warrant investor concern. • Despite the risks, we think the outlook for U.S. economic growth, corporate earnings and equities remains positive.

June 2015 Recap

Drachmas, Dragons and Bears

The summer is usually a time to relax. School lets out, and you don’t have to deal with as much traffic. You might have already squeezed in a vacation or hosted a cookout or two, but the markets have not been so relaxed. Over the past three years both temperatures and blood pressures rose on different issues and news headlines. In 2013, stock and bond prices plummeted violently when the Fed hinted at the end of easy monetary policies. It was dubbed the “Taper Tantrum.” In 2014, it was both Russia “invading” Crimea and Ebola which shook stocks. This summer it’s the debt crises in Greece and Puerto Rico, and the unknown implications of China’s quickly cooling economy and possible stock market bubble. Let’s spend a few minutes to take a closer look at these issues.

USPFA Flash Market Update - Greece

Greece dominates the global headlines right now, and for good reason. While Greece is a small country, its huge debt balances have forced the International Monetary Fund (IMF), the European Commission, and the European Central Bank (ECB) - the three collectively known as “the troika” – to repeatedly save it from defaulting on its debt

FedEx: Don’t Let Noise in Q4 Results Confuse You

by Amey Stone at BARRON'S FedEx (FDX) stock is now about $10 lower than it was on June 12, the day after it announced it is increasing its dividend and reached a near-term high of $185. Nearly a week after that, it reported disappointing fourth quarter earnings, which added to the slide. On Tuesday it

Southwest and Delta in post-Wright Amendment gate –debate

Southwest Airlines, the primary carrier at Dallas Love Field Airport, has been locked in a battle with rival Delta Airlines over the use of Southwest-owned gates inside the brand-new terminal at the airport. Dallas-based Southwest controls 18 of the 20 city-owned gates in Dallas’ lesser-used airport, and leases one gate to Delta, which currently operates

Here’s a Reason Delta Air Lines (DAL) Stock is Rising on Monday

NEW YORK (TheStreet) --Shares of Delta Airlines (DAL - Get Report) are higher by 1.86% to $42.77 in mid-morning trading on Monday, following a report by Barron's released over the weekend stating shares of the U.S.'s top four carries could rise 15% to 50% in a year. American Airlines (AAL), United Continental (UAL), and Southwest (LUV)

A Snapshot of the Airline Industry since 2000

Dividing Retirement Plans in a Divorce - What Happens

Dave always says, "If you think a bear market is brutal and costly, wait 'til you see what happens in a divorce!" In the event of a divorce, the court has the authority to divide or allocate all the property and assets belonging to both parties.  This includes pension plans, IRAs, and other retirement assets.

Beneficiaries Of Low Oil Prices: United Continental

Summary As oil prices remain weak, transports have benefited. In a low energy price environment, high value transportation companies are especially compelling. United Continental has strong fundamentals and low debt, making it a great long term investment. Since oil prices have fallen by about 50% since the middle of last year, many companies now are

Delta MEC Negotiators Reach Tentative Agreement on New Contract

Release #: DAL 15.02 Date: June 04, 2015 ATLANTA, Ga. --- This morning, the Negotiating Committee for the pilots of Delta Air Lines, represented by the Air Line Pilots Association, Int'l (ALPA), reached a tentative agreement with Delta management on an amended collective bargaining agreement, over six months ahead of the December 31, 2015 amendable