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 - December 17th, 2014

• U.S. Industrial Production Rises - U.S. industrial production rose 1.3% last month, the most since May 2010, beating the median forecast of 0.7%.

• OPEC Not Cutting Production - Suhail Al-Mazrouei, energy minister for the United Arab Emirates, said that even if prices fall below $40 a barrel, OPEC is not planning to cut oil production.

• Change in Fed Policy This Week? - The Fed’s policy-setting committee will decide whether they will make a change to one of their “critical” policy statements that will permit interest rate increases in 2015.

Financial & Economic Brief - December 10th, 2014

• Merck Acquires Cubist Pharmaceuticals - Merck & Co. will buy Cubist Pharmaceuticals Inc. in a $9.5 billion deal, including net debt.

• November Jobs Up - According to the November jobs report, 70% of U.S. industries and 321,000 jobs were added in November.

• Oil Prices Continue to Fall - Crude oil fell another $2 a barrel to $63.72, a new five-year low, founded upon predictions that surplus would keep building until 2015.

Financial & Economic Brief - December 3rd, 2014

• In-Store Weekend Sales Down - According to The National Retail Federation (NRF) shoppers spent $380.95 in stores over the holiday weekend compared to $407.02 last year.

• U.S. Stocks Fall - Due to Apple Inc. and other technology shares falling and data showing Chinese manufacturing slowing, U.S. stocks fell.

• Oil Prices Lowest in 5 Years - The cost of a barrel of crude oil fell below $65 as recent economic data by Markit confirmed a slowdown in manufacturing in Europe and China.

Financial & Economic Brief - November 26th, 2014

• Confidence Grows in Global Economy - Figures indicate there is improvement in the U.S. economy, the European Central Bank pledged to raise inflation quickly, and China lowered lending rates.

• German Morale Rebounds - The German economy, the largest in Europe, is gaining energy after averting a recession in the third quarter of 2014.

• A Part-Time Economy - According to CNNMoney’s analysis of data from the U.S. Labor Department, California is the hardest state for part-time workers to find full-time jobs.

Financial & Economic Brief - November 12th, 2014

• Gas Prices Fall, Spending Increases - The average price of regular unleaded gas has fallen to $2.99 a gallon from $3.70 this summer, below $3.00 for the first time in four years.

• Glass Half Full or Half Empty? - The upside of the economy is that unemployment is at a six year low, gas is under $3.00 a gallon, and job growth is the best since 1999.

• Russia Cuts Forecasts - The Russian Central bank is forecasting three years of economic stagnation, cutting its forecasts down to near zero.

Financial & Economic Brief - October 29th, 2014

• Fed Will Likely Wait to Hike Rates - After an unstable month in the financial markets and a scheduled two-day meeting this week, the Fed will likely continue to wait before hiking interest rates.

• Euro Bank Audit Results - The Eurozone economy continues to struggle and fears have increased that multinational company profits and revenues are at risk.

• Consumer-Directed Health Plans Growing - More and more employers are offering consumer-directed health plans that come with high deductibles of $1,500 for individual coverage.