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You can find reports from our Investment and Research team, timely and informative financial planning topics from our Wealth Management team, and deeper dives on various important topics in our white papers from any team member. Read online, share with friends, or download for your convenience.

Coming into this year, tax reform looked to be the catalyst we needed to kick-start economic growth after years of lethargic growth. Shortly after these benefits were seemingly on their way to being realized, the president began his first round of tariff threats on goods from our biggest trade partners.

With summer travel season approaching, many people are wondering whether they are getting the most out of their credit card points and benefits. In recent years, many credit cards have added travel-related perks such as travel insurance, lounge access (notice how crowded those “exclusive” lounges now are?), and free or discounted checked baggage. Knowing the points calculations, benefits, and fees of the top travel-related credit cards can help you get the most out of your travel spending. Here is a quick review of some of the more popular cards our clients use. 

Investing for a successful financial future often begins by making sure there is very accessible, liquid money available for unexpected expenses in some type of emergency savings account. Astonishingly about 60% of Americans cannot afford to cover even $500 of unforeseen expenses. Of the remaining 40%, 21% have to resort to debt to cover their emergencies1. Clearly an established emergency savings fund not only is the basis for a solid financial plan, but it can also prevent individuals and families from dipping into retirement savings and increasing debt.

As mentioned in previous “Charts of the Week,” household debt service costs are on the rise. Large debt balances along with increasing interest rates are making it more difficult for consumers to make debt payments. This week’s chart measures the six-month change in Google searches related to topics of financial stress.

At Allegiant, we pride ourselves on sharing proprietary research with our clients and professional network. Our firm conducts all our own research, which we periodically share through white papers, macroeconomic and security-specific reports as well as our Monthly Insights Book. This week, Allegiant's Investment Research team is sharing our 2018 First Quarter Earnings Brief, offering a snapshot of the S&P 500's revenue growth, earnings growth and current valuation metrics. Identified as a catalyst in our 2018 Economic and Investment Outlook, first quarter earnings growth did not disappoint.

Click here to review Allegiant's First Quarter Earnings Brief

Scholarship Program Designed to Heighten Awareness of Personal Fiscal Responsibility

Allegiant Private Advisors gives back to the community in many ways, but few are more important than supporting deserving students. We have had the distinct privilege of awarding a scholarship every year for the past 20 years. This year’s recipient of our $2,500 scholarship—as well as a National Merit Scholarship—is Hadleigh Schwartz, daughter of clients Allison Silver and Hardy Schwartz.


Kristina Eastmond, Allegiant’s Operations ManagerKBFS Bio Eastmond, oversees the concierge-level client services at Allegiant Private Advisors.  She is committed to making every interaction with our clients and prospects a positive, informative and meaningful one.  Through daily collaborations with our Wealth Advisor, Investment Research and Client Service teams, Kristina is able to proactively monitor and address clients’ needs and provide personalized solutions in a timely fashion.  Areas of responsibility include client onboarding, transfer of assets, account maintenance, cash management, and account succession and compliance.  

We asked Kristina to talk about herself so that all clients could get to know more about her.

Originally from New Jersey, I was the oldest of three and had two younger brothers who called me “Krissy” growing up. I grew up in middle class suburbia during times when you used to leave the house at 8 a.m. and not come back until you heard the dinner bell ring. Just as importantly, back then we had to earn everything we wanted or needed. They were simpler but more accountable times! I was involved in sports as a long-distance runner in cross country (varsity as a freshman) and track (3200-meter race) and played soccer (center forward). That was and is still me!

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As part of the monthly NFIB Small Businesses Survey, thousands of small business across the U.S. must identify the largest problem that their business is currently facing. The answer to this question helps to shed light on the challenges constraining the U.S. economy. The chart above shows how the answer to this question has changed dramatically over the last ten years.


KBFS Bio RaymondAt Allegiant, one of the region’s top independent wealth management firms, our clients can expect an exceptional level of caring, professional, and personalized concierge assistance. We treat our clients like family, and work closely with each family to service their various financial needs. We focus on hiring – and retaining – the best-qualified, detail-oriented professionals to ensure every request is handled with the utmost care by our Wealth Management, Investment and Client Services teams.

This month, Allegiant Private Advisors is proud to announce the promotion of one of our own long-time special team members. Helen Raymond has been promoted to the position of Senior Operations Specialist, a vital role on our Client Services team.