Welcome to Mosaic Wealth Consulting

At Mosaic Wealth Consulting, we have been providing financial services to our community for more than two decades. We help bring clarity to your understanding of the financial world through our financial planning process. We work to prepare you for important decisions that will help grow, preserve, protect and transfer the assets you have worked a lifetime to accumulate.

Most importantly, there is a culture of independence here. One that is focused on the individual. We understand that you and your financial needs are unique. In addition to the most comprehensive financial planning services available, we provide objective, independent assessments and offer advice that is appropriate for you.

At Mosaic Wealth Consulting, we employ a fully integrated financial planning framework that provides a holistic view of your financial condition and planning issues. This approach leads to decisions that are tailored for your financial situation -- your estate, investments, retirement and business, if applicable -- is analyzed and evaluated. We then develop an objective, comprehensive financial plan specifically tailored to help towards meeting your financial needs and requirements.

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Market Data

Weekly News Updates

Financial & Economic Brief - March 4th, 2015

• European Economic Growth - The European economy picked up in the fourth quarter of 2014, with the German economy expanding 0.7%, twice as much as forecast.

• Ukraine's New Deal - Christine Lagarde, managing director of the International Monetary Fund, announced a new $40 billion bailout package to help stabilize Ukraine's economy.

• Oil Prices Rise - Oil rose above $60 a barrel, almost 4%, for the first time in 2015, reinforced by deeper spending cuts in the industry that may be helping to control excess supply.

Financial & Economic Brief - February 25th, 2015

• Gold Weakens - Gold bullion is weakening because of the rising dollar which traded at its highest level in the last decade and record valuations for global equities.

• New Deal for Greece - A new deal was struck last week to keep Greece “safely in the euro” while it builds a long-term recovery plan.

• U.S. Home Sales Fall - According to The National Association of Realtors existing home sales declined 4.9%, the lowest level since April.

Financial & Economic Brief - February 11th, 2015

• Tsipras Too Ambitious? - European leaders want Greek Prime Minister to “pare back” his objective of reversing the austerity measures that were put into place as a condition of Greece’s bailout.

• Job Growth Best Since 1999 - In January, the U.S. economy added 257,000 jobs, which beat expectations and was the best for job growth since 1999.

• U.S. Stocks Down - U.S. stocks fell a bit as investors contemplated the tensions over Greek debt talks and disappointing Chinese economic data.

Financial & Economic Brief - February 4th, 2015

• Taiwan Attracting Investors - Taiwan will extend the parameters on daily stock gains and declines to 10% from 7%.

• Gas Prices at Bottom? - After falling over 100 days in a row and more than 55% since its 2014 peak, gas prices bottomed out at a national average of about $2.03 last week.

• New Orders Fall - According to the Commerce Department, new orders for U.S. manufactured goods declined 3.4% as demand fell across industries.

Financial & Economic Brief - January 28th, 2015

• Challenges for Oilfield Service Firms - The fall in crude oil prices is making investors and lenders cautious which is creating challenges for oilfield service firms.

• France after QE - Last week the European Central Bank (ECB) unveiled a quantitative easing program worth $1.3 trillion, hoping to revive the Eurozone.

• Euro Rebounds - The euro gained from an 11-year low on the rumor that “fallout” from the election in Greece.

Financial & Economic Brief - January 21st, 2015

• Chinese Stimulus Helps Growth - Industrial production rose 7.9% and retail sales beat economists’ estimates in December due to the start of stimulus efforts in China.

• World Economy Estimates Down - According to the International Monetary Fund (IMF), the world economy will only grow 3.5% in 2015 and 3.7% in 2016.

• The Gas Price Debate - John Hofmeister, the former president of Shell Oil, is warning drivers that the low gas prices may end sooner than they think.