Allen Trust Company Connections
Stuart Allen, President of the Association of Trust Organizations (ATO), attended the 2018 ATO Annual Meeting in Scottsdale, Arizona. As part of his presidential duties, he welcomed attendees to the meeting and presented the 2018 Member of the Year award to J. Phil Buchanan of Cannon Financial Institute.
Allen Trust Company is proud of our sponsorship of the Portland Art Museum and all of the good work they do. Last night, Stuart and Sarah had the pleasure of viewing the “Shape of Speed” exhibit with a special after hours tour. The exhibit closes on Sunday, be sure to race over there before those gorgeous vehicles speed out of Portland!
The Yield Curve, The U.S. Budget Deficit, Market Volatility and Asset Valuations, and Differentiation: Year-End 2018 provided significant insights into the implications and opportunities for financial assets in 2019. Our Senior Portfolio Manager Julie Bryan addresses the question: Is the Economic Cycle Turning Downward?
2018 has been a year of transition. Federal Reserve "policy normalization", geopolitics, and the outlook for corporate profit growth are acting in concert to generate disconcerting volatility in the financial markets. This month Allen Trust Company’s Senior Portfolio Manager Julie Bryan discusses our views on the financial markets for 2019.
Despite a more tenuous global backdrop, the prospects for the U.S. economy remain positive and supports the case for higher interest rates. A higher interest rate backdrop will likely result in further market volatility as stock valuation expectations adjust to interest rate moves. This month, Julio Quinteros discusses a rising interest rate environment as a significant variable that limits market returns, and could spill into other areas of the U.S. economy.