Events

Camelback Wealth Consultants, LLC along with Lincoln Financial and American Funds, invite you to

help fight hunger at

Feed My Starving Children
food packing event

Friday, June 7, 2019
3:30 p.m. – 5:30 p.m.

at

Feed My Starving Children
1345 S. Alma School Road
Mesa 85210

Followed by

Happy Hour at
Los Dos Molinos

at

260 S. Alma School Road, Suite 137
Mesa 85210

Please RSVP by May 31st to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Michael Basil of First Trust and Jeff Gross of Griffin Financial, invite you to join us for a

CPA Continuing Education Session
and Happy Hour

Wednesday, June 12, 2019
3:00 p.m. – 6:00 p.m.

Anchor Centre Conference Room
2201 E. Camelback Rd.
Phoenix, AZ 85016

Please RSVP by May 31st to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Jeff Coons and Aaron Pisani of Manning & Napier, invite you to join us for an

Economic Update

at our

Breakfast Meeting

Thursday, January 10, 2019
8:00 a.m. – 9:30 a.m.
Seating is Limited.

Adobe Restaurant at the Biltmore
2400 E. Missouri Ave.
Phoenix, AZ 85016

Please RSVP to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with Josh McKinley of AEI, invite you to join us for a

1031 Exchange Update

at our next

Lunch Meeting

Wednesday, January 16, 2019
11:30 a.m. – 1:30 p.m.
Seating is Limited.

Location details will be sent soon.

Please RSVP to service@camelbackwealthconsultants.com or call 602.296.7222, by January 14th.


 

Camelback Wealth Consultants, LLC along with Michael Basil of First Trust and Jeff Gross of Griffin Financial, invite you to join us for a

First Trust Stability Update

at our

Happy Hour Meeting

Thursday, January 17, 2019
6:00 p.m. – 8:00 p.m.
Seating is Limited.

Anchor Centre Conference Room
2201 E. Camelback Rd.
Phoenix, AZ 85016

Please RSVP to service@camelbackwealthconsultants.com or call 602.296.7222.


 

Camelback Wealth Consultants, LLC along with John Giblet of Midland National and Matt Stein of Lincoln Financial invite you and a guest to join us for a

Modern Index Investing Update

at our

October Client Event

Wednesday, October 3, 2018
6:00 p.m. – 7:30 p.m.

Food and beverages will be served
Seating is Limited

Anchor Centre
Conference Room
2201 E. Camelback Rd, Phoenix 85016

Please RSVP to service@camelbackwealthconsultants.com or call 602.296.7222 by September 26.


 

Join us at our next
1031 Exchange Update
Presented By Matt Buzas Bluerock Capital Markets, LLC

Lunch will be provided

 

Wednesday, July 25th, 2018
11:30 a.m. – 1:00 p.m.

Capital Grille
32502 E. Camelback Road
Phoenix, AZ 85016

Please RSVP by July 16, 2018 to 602.296.7222 or jgoralski@camelbackwealthconsultants.com

Join us at our next
1031 Exchange Update
Presented By Simon Brower Bluerock Capital Markets, LLC

with light appetizers and beverages

 

Thursday, July 19th, 2018
4:30 p.m. – 6:00 p.m.

Seasons 52
3333 Bristol Street, Suite 2802
Costa Mesa, CA 92626

Please RSVP by July 16, 2018 to 602.296.7222 or jgoralski@camelbackwealthconsultants.com

Join us at our next

1031 Exchange Update

Presented By Simon Brower
Bluerock Capital Markets, LLC

Light appetizers & beverages provided

Thursday, July 19th, 2018
4:30 p.m. – 6:00 p.m.

Seasons 52
3333 Bristol Street, Suite 2802
Costa Mesa, CA 92626

Presented By Matt Buzas
Bluerock Capital Markets, LLC

Lunch will be provided

Wednesday, July 25th, 2018
11:30 a.m. – 1:00 p.m.

Capital Grille
32502 E. Camelback Road
Phoenix, AZ 85016

Please RSVP by July 16th to 602.296.7222 or
jgoralski@camelbackwealthconsultants.com

Request Information

Please let us know how we can serve you.




Our Office

Camelback Wealth Consultants, LLC

2198 E. Camelback Road, Suite 315
Phoenix, AZ 85016
ph: 602.296.7222
fax: 602.296.7135
mherding@camelbackwealthconsultants.com

News

Financial and Economic Brief - May 8, 2019

• Trump Threatens 25% Tariff Hike - Currently, the 10% tariff on $200 billion in Chinese imports has been a “nuisance”, with many US businesses absorbing the cost.

• Job Openings Rise Sharply - U.S. job openings rebounded sharply in March, while the pace of hiring was level, pointing to a growing worker shortage that could slow employment growth this year.

• Digital Ad Revenue over $100 Billion - A new report says internet advertising revenues in the U.S. totaled $107.5 billion in 2018.

Financial and Economic Brief - April 2, 2019

• Economic Growth, Slowing - Consumer spending rebounded less than expected in January and incomes rose modestly in February, suggesting the economy is losing momentum.

• U.S. Crude Hits High - U.S. crude oil hits a 2019 high and Brent crude gained a dollar after tight supply and positive signs for the global economy drove the largest Q1 gains for both benchmarks in nearly a decade.

• Factories Stockpile for Brexit - UK factories stockpiled goods for Brexit at a surprisingly high rate last month, increasing manufacturing growth to a 13-month high.

Financial and Economic Brief - March 6, 2019

• Construction Spending Falls - The U.S. construction spending fell 0.6% in December as investment in both private and public projects dropped, indicating that the economy “lost momentum” at the end of 2018.

• China Cutting Taxes and Increasing Lending - China is trying to shore up its slowing economy through billions of dollars in planned tax cuts and infrastructure spending.

• GE On Decline - GE’s (GE) stock is down by nearly two-thirds since the end of 2016 and the company has fallen to the 59th most valuable in the S&P 500.

Financial and Economic Brief - February 5, 2019

• Fed “Pauses” Tightening - The financial markets are concerned about a slowing economy, and the Fed chairman has sought to reassure investors.

• General Motors Cuts Jobs - General Motors is expected to start its next round of white-collar job cuts this week, but there are fewer staff reductions left to make than were anticipated.

• Ultimate Software Agrees to Buyout - Ultimate Software Group Inc., a cloud-based human resources applications developer, said on Monday it agreed to be bought by an investor group for about $11 billion.

Financial and Economic Brief - January 8, 2019

• Job Creation Hot in December - Job creation surged by 312,000 in December though the unemployment rate rose to 3.9%.

• A New Exchange, MEMX - Morgan Stanley, Fidelity Investments, Citadel Securities & a group of other financial companies have agreed to jointly launch a new low-cost “bourse” that will compete with the NYSE & Nasdaq.

• Eli Lilly to Buy Loxo Oncology - Eli Lilly and Co. announced Monday it will acquire Loxo Oncology for about $8 billion in cash.

Financial and Economic Brief - December 4, 2018

• Trade Agreement Truce - Markets rallied on news that President Donald Trump and Chinese President Xi Jinping, had reached a “truce” in the trade battle.

• Car Sales Fall - Several carmakers including Ford, Honda and Toyota reported a drop in new car sales in the U.S. in November.

• Qtar Pulling Out of OPEC - The small, “gas-rich state” of Qatar said that it will leave OPEC on January 1 after nearly 60 years.