CONFERENCE CALL PRESENTERS:
MIDYEAR ECONOMIC UPDATE WITH U.S. EQUITY INDICES AT NEAR-RECORD HIGHS, SHOULD INVESTORS BE WATCHING THEIR PORTFOLIO EXPOSURES TO DOMESTIC STOCKS?
SCOTT COLBERT, CFA Commerce Trust Company Chief Economist and Director of Fixed Income
CLIENT CONFERENCE CALL - JULY 18, 2017 Steady domestic employment growth, healthy U.S. credit markets, a robust housing market and continued low inflation have pushed business and consumer confidence to their highest levels in a decade. Yet uneasiness prevails with the current administration’s failure to reach legislative goals on healthcare, tax reform, deregulation, and foreign trade policy. Also in the economic mix are the Federal Reserve’s course to continue raising Central Bank interest rates, geopolitical risks worldwide, and improving prospects for global growth. All of these factors make for an interesting financial drama to unfold. Get a handle on what’s to come in the second half of the year. Commerce Trust Company’s Chief Economist Scott Colbert, CFA, Chief Investment Strategist Joe Williams, CFA, and Director of Portfolio Management Christie Cody, CFA, CFP, sort out the key influencing forces for all interested clients and their guests.
JOE WILLIAMS, CFA Commerce Trust Company Chief Investment Strategist
Tuesday, July 18, 2017 10:30 a.m. (CT) Domestic Toll-free Number: 1-888-469-0504 Pass Code: 5075250
Each caller will be asked for their name and phone number from which they are calling and the pass code. A recording of the teleconference will subsequently be posted under Resources and Publications on the Commerce Brokerage website.
CHRISTIE CODY, CFA, CFP Commerce Trust Company Director of Portfolio Management
Disclaimer Past performance is no guarantee of future results and the opinions and other information in the Client Conference Call is as of July 18, 2017. The Client Conference Call is a special teleconference designed to provide general information for Commerce Brokerage clients and is reflective of the opinion of the senior investment management committee in the Commerce Trust Company. Commerce does not provide tax advice or legal advice to customers. Consult a tax specialist regarding tax implications related to any product and specific financial situations. The Commerce Trust Company is a division of Commerce Bank. Commerce Brokerage Services, Inc., member FINRA and SIPC, and an SEC registered investment advisor, is a subsidiary of Commerce Bank. This material is not a recommendation of any particular security, is not based on any particular financial situation or need, and is not intended to replace the advice of a qualified attorney, tax advisor or investment professional. Commerce does not provide tax advice or legal advice to customers. Consult a tax specialist regarding tax implications related to any product or specific financial situation.
NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not Insured by Any Federal Government Agency
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