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2021 Q2: Investment Commentary

Second Quarter 2021 Investment Commentary: Equities around the globe continued to surge in the second quarter. The U.S. and developed international markets led the way, with the S&P 500 Index gaining 8.5% and developed international stocks rising 5.7%. Emerging market stocks trailed in terms of progress on the COVID-19 front and in turn rose by a more modest 4.9%
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2021 Q2: Cryptos are Booming (and Busting, and Booming, and Busting)

Cryptos are Booming (and Busting, and Booming, and Busting): Our team at Davidson Investment Advisors has long followed the progress, adoption, and potential use cases for cryptocurrency — both because of its potential to impact the businesses in which we invest, and because it is a rapidly-evolving and interesting corner of financial markets...
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2021 Q2: What's New at The Owen Legacy Group

What's New at the Owen Legacy Group: The Owen Legacy Group has taken advantage of this unseasonably warm start to summer. We have each taken some time to fish, hike, float, swim, golf, camp and fill these wonderful long Montana days...
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Our Views on Inflation

Investors have been concerned about inflation. But while year-over-year consumer price index (CPI) inflation will most likely rise in the coming months, we agree with the Federal Reserve that the rise is likely to be transitory. We see an economy reflating as it recovers from a recession, not one on the edge of a hyperinflationary spiral.
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2021 Q1: Investment Commentary

Market Recap: Global stocks continued to power upward this quarter from their pandemic bear market low on March 23, 2020. The 500 Index gained 6.3%, developed international stocks gained 4.5%, and emerging-market stocks gained 4%. These benchmarks are now up an astonishing 80.6%, 74.8%, and 74.6%, respectively, since the bottom.
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2021 Q1: What's New at The Owen Legacy Group

To kick off the year, Brenda and her husband signed on the line for the purchase of another lot in their same subdivision, just as the cost of building materials skyrocketed 20-40%. Nothing like buying high!
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2021 Q1: A Great Tool for Busy Clients

As a client of the Owen Legacy Group, you may know that we have a website www.owenlegacygroup.com. What you may not know are all of the ways this website can be helpful and assist in augmenting the services we provide to you and your families.
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2020 Q4: What's New at The Owen Legacy Group

On December 5th our lives changed forever. We stopped into urgent care because Charlie was complaining that his leg hurt, we were then rushed to the ER, spent the night in the hospital, and the following day at the Billings clinic with one of two pediatric endocrinologists in the state.
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2020 Q4: Investment Commentary

We look back at what we’ve endured and lay out our investment outlook for 2021 and beyond. While many risks remain, the effective vaccines that are starting to be distributed provide a real light at the end of the tunnel.
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2020 Q3 Feature: Covid Burnout

I have heard so many people say, “I just want to put 2020 in my rearview mirror and move on.” But how do we move on with the shroud of 2020 still surrounding and affecting our everyday lives? What do we do when we are tired of wearing masks, and worrying? We take care of ourselves and each other and do our best. Here is an uncomprehensive list of things that have helped us stay on track, stay optimistic and connected with those around us.
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2020 Q3: Third Quarter Key Takeaways

Despite some choppiness in September, equity investors were treated to solid gains during the third quarter. The S&P 500 Index rose 8.9% in the quarter and has recovered all its losses for the year. Underneath the surface, mega-cap growth names continue to lead the U.S. market.
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2020 Q3: What's New at The Owen Legacy Group

Carrie and Jon were thrilled to welcome their first child, Brody Kelly McAleer, into their family at 2:00 a.m. on Thursday, August 27. Brody weighed in at 6 pounds, 12 ounces and measured 19.5 inches long. Despite arriving very quickly and 10 days early, both baby and mother were healthy and are doing great!
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2019 Q1: What's New at the Owen Legacy Group

Claire Anne Ashton joined the Ashton Family on February 7th at 4:17PM. She weighed 7lbs 8oz and was 20 inches long. Both Anne and Claire are doing very well and are enjoying their time together this spring.
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2019 Q1 Feature: Retirement Through the Ages

The word “retirement” means something different to everyone and often changes as we move through each stage of our lives. We go from our 20s where we almost cannot fathom retiring, to our 40s where our lives are so busy we wish retirement were tomorrow, and into our 60s, where suddenly it has become a reality.
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2019 Q1: First Quarter Key Takeaways

On the heels of their worst December since 1931, U.S. stocks opened 2019 by scoring their best quarter since the financial crisis. Larger-cap U.S. stocks gained 13.6%, placing the S&P 500 Index’s performance in the top decile of quarterly market returns since 1950. Not to be left behind, foreign equities, which were by far the most battered coming out of 2018, generated double-digit returns.
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2019 Q3: Third Quarter Key Takeaways

The financial environment continues to feel like a game of tug of war. On one side, we have a still-solid U.S. economy that has grown for a record number of consecutive years. While measures of manufacturing activity are slowing, global services activity, which represents upward of 70%-plus of the global economy (and more than 80% of U.S. GDP) still looks solid.
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2019 Q3 Feature: Volatility is Not a Four Letter Word

I think we are all glad to see the 3rd quarter of 2019 in the rearview mirror. If you turned on the news at any point this summer, odds are you wish you had walked out the door and onto a quiet trail instead. Even though Q3 ended the best consecutive three quarters since 1997, it didn’t feel that way for many. We did not have the quiet summer in the markets that many of us have come to expect.
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2019 Q3: What's New at The Owen Legacy Group

It seems that winter has arrived early to Montana and snow has covered the mountains surrounding Bozeman. This is an exciting time of year for Morgan whose favorite winter activity is spending time with friends and family on the ski slopes. Over the last couple of years, Morgan has another reason to be excited: he has taken his passion of skiing and channeled it into volunteering with the Bridger Bowl Foundation (BBF).
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2019 Q4 Feature: The Benefits of Volunteering

Having trouble fitting volunteer work into your busy life? It may help to know that while spending your time in community service is viewed predominantly as a selfless activity, volunteering may be just as good for you as it is for your community and the cause you are helping. In fact, studies show that volunteering can provide multiple, sometimes unexpected, benefits.
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2019 Q4: Fourth Quarter Key Takeaways

Our portfolios generated strong returns for 2019, a bullish year for nearly all financial markets. The positive broad-based returns marked a dramatic (and welcome) turnaround from 2018, a year in which nearly all asset classes faltered.
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2019 Q4: What's New at The Owen Legacy Group

Over the course of this year, Leah was searching for ways to expand her career and increase the value of the support she gives to the Owen Legacy Group. In the fall, Leah embarked on a 12-week learning course to earn her Financial Planner Qualified Professional™ certification.
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2020 Q1: What's New at The Owen Legacy Group

Oliver Burnham Owen was born to Marisa Nicole Owen and Morgan Fletcher Owen at 9:08 p.m. on March 27, 2020. He weighed 7 lb, 9 oz and was 21 inches long. There were no complications other than being born during the coronavirus pandemic, and the entire family is safely social distancing at home.
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2020 Q2: What's New at The Owen Legacy Group

After 25 years at 529 E. Main Street in Bozeman, D.A. Davidson is moving. Even though we are excited for the new office, we are sad to leave behind our well-known address.
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2020 Q2: Feature: How Will This Election Year Impact Your Portfolio?

Election season is upon us. If you have made the transition to only subscription entertainment, you may not be being inundated by negative ads, but out in the world it is hard to escape. In almost every conversation we have with clients, inevitably someone will ask, “how will this election affect my portfolio?”
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2020 Q2: Second Quarter Key Takeaways

For most of the second quarter, financial markets seemed to defy grim economic news, the continued spread of COVID-19, and worldwide protests against racial inequality. Global equities performed strongly for the quarter and rewarded investors who remained invested.
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2020 Q1 Feature: Estate Document Challenge

So you are stuck at home and watching the market go up and down, or watching your kids slowly drive each other crazy, you have cleaned everything...twice... and finished the pile of books on your nightstand and wishing there was something you could do. Since it always feels good to do something productive, and we are all going to need a break from binging on Netflix and the news, we are issuing a COVID-19 challenge.
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2020 Q1: First Quarter Key Takeaways

We are living through an extraordinary period in history that none of us will ever forget. The impact on our families, communities, and country has been profound. While several weeks ago we had reason for cautious optimism that the coronavirus might be largely contained to China, it is now obvious that is not the case.
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2019 Q2: What’s New at The Owen Legacy Group

Getting in touch with her Montana roots, Brenda is fully embracing the outdoor lifestyle this summer, with a new camper and golden retriever puppy. The majority of her weekends have been spent with family exploring nearby lakes, rivers and parks.
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2019 Q2: Second Quarter Key Takeaways

The first half of 2019 saw robust gains across most asset classes, but it certainly wasn’t a smooth ride. Global stock markets got a jump start on the year thanks to progress in US-China trade negotiations and a newly “patient” Fed, but an abrupt breakdown in the trade talks (announced via Presidential tweet) spurred a sharp market sell-off in May.
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