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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.

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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.

Merriam-Webster defines philanthropy as goodwill to fellow members of the human race; especially: active effort to promote human welfare.” 

The Sarasota community came together to stretch this definition to new heights, taking philanthropic action for the benefit of hundreds of important causes for 24 hours on May 1 and 2 as part of the 2018 Giving Challenge.

It’s tough to remember how we managed our daily lives without smartphones. How did we get around town without quick access to Google Maps? Pay our bills on time before we had credit card and banking apps? Or let someone know we were running late without text messaging?

Because completing tasks on smartphones is so easy, we tend to overlook the sensitivity of the data we store on them. And that could be a recipe for disaster. To help you safeguard your confidential data, we’re sharing five mistakes that most of us make when using our smartphones, along with some simple fixes that you can put in place today. 

For those of you who were unable to join us for our Quarterly Market Update at Selby Gardens on April 18th, we had a wide-ranging presentation from members of Allegiant’s Wealth Advisor and Investment teams. 

Heavy doses of volatility have been par for the course in 2018. With the U.S. economy remaining on solid ground, the uptick in volatility has been led by concerns surrounding a potential trade war, not by a change in underlying fundamentals. The chart above shows the price movement of the S&P 500, along with several trade related and other key political headlines. While markets have remained volatile over the last few weeks, you can see that recent swings have not been as pronounced as the swings that we witnessed earlier this year. This may signal that the market is beginning to discount some of the trade-related headlines, opting to wait and see how the situation plays out instead of making knee-jerk reactions.

This month’s sharp selloff in technology stocks highlights how quickly investor sentiment about a given sector of the stock market can change. Technology shares dropped as investors rotated out of these higher growth names and into more value-oriented sectors of the market. While there were a few drivers behind the recent pullback, notably the data leak out of Facebook, the majority of the selloff seems to simply reflect a shift in investor sentiment. Investor sentiment can turn on a dime and in the short-run can dominate market fluctuations. However, in the long-term these emotional factors tend to cancel each other out and the underlying fundamentals of a given company really drive performance.

For those who are planning to travel outside of the United States, consideration should be given to trip protection, health insurance, theft insurance, and other related insurance such as evacuation, baggage, and flight insurance. Making sure that you have the adequate insurance in place prior to traveling can relieve concerns and allow you to enjoy your trip with fewer worries.