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 - September 30th, 2015

• Right Call by Fed? - Since the Fed’s decision last week not to raise interest rates, there have been some vocal critics both inside and outside of the Fed.

• U.S. Stocks Down Again - For the fifth day in a row, and the most consecutive days since August, U.S. stocks fell today.

• Seeking a “Safe Haven” - The yen rose today, gaining around 0.4% against the dollar and the euro.

Financial and Economic Brief - September 23rd, 2015

• House Sales Slow - According to the National Association of Realtors, home closings weakened more than forecast in August to the tune of 4.8%.

• U.S. Stocks Higher - After the Fed’s decision last week to keep interest rates near zero, U.S. stocks opened higher today

• Volkswagen Falls 20% - After confessing to cheating on emissions tests, Volkswagen's stock dropped 20% today to $129.50.

Financial and Economic Brief - September 16th, 2015

• No Slowdown in China? - Economists are staying loyal to their forecasts despite the instability in the Chinese stock market.

• U.S. Stocks Volatile - >U.S. stocks fell this morning, as investors contemplate whether the Federal Reserve will raise interest rates this week.

• Deutsche Bank Cutting Jobs - Deutsche Bank will be cutting around one quarter of its staff, or approximately 23,000 jobs.

Financial and Economic Brief - September 2nd, 2015

• European Stocks Unstable - The Stoxx Europe 600 Index fell 0.3% to 362.35 today after the European area’s inflation rate rose faster than anticipated

• India No Longer a Bright Spot - India surpassed China as the world’s fastest growing large economy early in 2015.

• U.S. Stocks Down - The continued uncertainty around the timing of the Federal Reserve interest rate hike and concerns over China’s economic slowdown pushed U.S. stocks down.

Financial and Economic Brief - August 26th, 2015

• Dow Correction - The Dow fell 531 points on Friday, the biggest loss of 2015.

• Oil Falls below $45 - Oil fell below $45 a barrel for the first time since March 2009.

• Bank of Japan Misses Two-Year Goal - Japan’s Prime Minister, Shinzo Abe, said it was acceptable for the Bank of Japan to miss its inflation target deadline.

Financial and Economic Brief - August 19th, 2015

• Fragile Poland - An interest rate cut is likely as Poland’s economy continues to slowdown.

• Japan’s Recovery in Question - Japan’s gross domestic product fell by an annualized 1.6% for the three months ending in June.

• China’s Continues to Struggle - China’s growth is forecast to slow to a 25-year low of 7% in 2015.