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 and Economic Brief - April 22nd, 2015

• China’s Stimulus Announced - The People's Bank of China announced that is lowering the amount of cash that large banks must keep on reserve by 1% to 18.5%.

• Hedge Funds Optimistic - Hedge fund managers increased their net-long position in West Texas Intermediate (WTI) crude by 9%, the highest in the last 8 months.

• Greek Talks Moving Slowly - Greece, its euro zone partners and the IMF have been in talks for a long time over the reforms required to “unlock” the remaining bailout funds for Greece.

Financial and Economic Brief - April 15th, 2015

• Chinese Economy Slowing - In the first quarter of 2015, China’s gross domestic product grew by 7.0%, compared to the same period in 2014.

• Crude Rises - Brent crude rose to $59 a barrel as U.S. oil drilling slowed down, falling by 42 last week to 760 the lowest level since 2010

• College Degree Leads to Middle Class - According to a recent survey from the Center on Education and the Workforce at Georgetown University, not going to college can be costly.

Financial and Economic Brief - April 8th, 2015

• U.S. Jobs Down in March - In March the U.S. added 126,000 jobs, much below a forecast of 244,000; however, the unemployment rate remained the same at 5.5%.

• Greece to Meet Obligations - The Greek Finance Minister Yanis Varoufakis said that Greece “intends to meet all obligations to all its creditors, ad infinitum.”

• U.S. Crude Surplus - Oil refiners are making gasoline at a record pace this year, keeping the crude surplus from overflowing storage.

Financial and Economic Brief - March 25th, 2015

• The Fed’s Balance Sheet - Last week the Fed reported net income of $101.3 billion and had nearly $4.5 trillion in assets at the end of 2014.

• Unlocking Aid - German Chancellor Angela Merkel is meeting with the Greek Prime Minister Alexis Tsipras as the Greek government waits for another payment deadline this week.

• Oil Prices Down - Oil prices declined on Monday to $55 a barrel. Saudi Arabia recently indicated it was now pumping near 10 million barrels per day.

Financial and Economic Brief - March 18th, 2015

• Russian Economy Suffering - Russia's central bank cut interest rates by 1% to 14% on Friday and lowered its economic growth forecast.

• U.S. Interest Rate Hike on Horizon? - The Federal Reserve is meeting this week and is expected to “set the stage” for its first interest rate hike since 2006.

• Manufacturing Down in February - U.S. manufacturing output fell 0.2% in February for the third month in a row.

Financial and Economic Brief - March 11th, 2015

• ECB Starts QE - The European Central Bank started buying government bonds under its expanded quantitative-easing plan designed to boost price growth.

• Jobs Number Higher - The U.S. economy added 295,000 jobs in February, which greatly exceeded economist expectations.

• Credit Information Overhaul - The three biggest companies that collect and disseminate credit information will change the way they handle errors and list unpaid medical bills.