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Hilliard Lyons

When it comes to creating and preserving wealth, as well as boosting income, today's investors aren't just looking for investment vehicles and services; they're looking for a personal understanding of their financial needs and goals.



William D. Green III
Vice President
Financial Consultant


4801 Olympia Park Plaza
Suite 1000
Louisville, KY 40241

502/420-1429

Wealth Advisor Services

What is your Financial Discovery Meeting like?
...It only takes about an hour.
As a concierge consultant, typically I come to you
for our first meeting which is really just an in depth
conversation with you (and your spouse) in a
comfortable setting.

We review topics together such as:
Retirement Goals and Income Planning
Estate Planning Matters, Legacy Planning
Budget Analysis and Savings Planning
Debt Management and Payoff Strategies
Pension and 401k Planning
Social Security Planning
Investment Accounts and Life Goals
Risk Planning | Life insurance | LTC | Disability
College Planning and Goals for Children
Tax Strategies for Taxable Accounts or Trusts

Business Owners, in addition:
Review Tax Returns, Salaries, Industry
Business Valuation Ideas, Revenue Growth Ideas
Succession Planning for Family Owned Businesses
Building a Company to Sell
 
"You simply don't know, what you don't know"

-
Meeting with me is worth the investment of time.
  After the first meeting, we explore working together.

It's probably time for a second opinion on your
investments to better understand your financial life.
Have a quick question? Call 502-314-2152

Schedule a complimentary investment review today by contacting our offices:

502-314-2152     Direct | 24/7 Private Client Access
502-420-1429     Office  
502-420-1406     Sherry George | Customer Service Representative

Email:    
wgreen@hilliard.com or sgeorge@hilliard.com

Connect on Linkedin
www.linkedin.com/in/hilliardlyons

Latest Video Client Alert
Daily Market Comment

Daily Market Recap -


Updated Each Business Day at Approximately 4:30 pm ET.



Shares of Dow Jones Industrial Average component IBM roared up nearly 9 percent on Wednesday, helping the index rally 160.16 points at 23157.60 -- the Dow 30's first close above the 23,000 milepost. For the third quarter IBM earned $2.92 per share or $2.73 billion, besting analyst expectations. The financial sector also helped drive stock prices higher, with shares of Goldman Sachs, Citigroup, and Morgan Stanley up 2.5, 1.3, and 2.1 percent, respectively, for the day.

The S&P 500 rose 1.90 points to 2561.26, and the NASDAQ Comp added less than a point at 6624.22. Dow Transports jumped 75.53 points at 9899.67, the Dow Jones Utility Index shed nearly a point at 739.62, and the Russell 2000 small caps ended the session 7.65 points higher at 1505.14. 679 million and 409 million shares were traded on the New York Stock Exchange and NADAQ, respectively. Advancers outnumbered decliners on the NYSE 14 to 13 and 16 to 13 on the NASDAQ.

The US dollar was mostly flat on Wednesday. Gold for December delivery settled at $1283 per ounce, up 0.3 percent. Geopolitical worries and a fourth consecutive week of lower domestic supplies helped November WTI crude settle at $52.04 per barrel, up 0.3 percent. Recent US treasury yields: 1.6 percent for the 2-year note, 2 percent for the 5-year note, 2.3 percent for the 10-year note, and 2.9 percent for the 30-year bond.

-- Clients with questions concerning this Afternoon Comment are advised to contact Amanda Collier at 1-800-444-1854 x8820 or (502) 588-8820. Members of the media are advised to contact Gary England at 1-800-444-1854 x1738 or (502) 588-1738. --

The major indices were mixed today with the Dow and S&P 500 moving slightly higher while the NASDAQ closed down on the day. In economic news, U.S. industrial production rose 0.3% in September after two consecutive months of declines. Import prices increased 0.7% in September primarily on higher fuel prices and industrial supply costs. Home builder sentiment rose to a five-month high in October after pausing during the summer months. Sweet crude for December delivery closed flat at $52.14 per barrel.

The Dow Jones Industrials rose 40 points to close at 22,997. The S&P 500 was up 2 points at 2,559. The NASDAQ was flat at 6,624 as the small caps of the Russell 2000 were down 5 points at 1,497. Dow Transports were down 33 points at 9,824, while the Dow Utility Index advanced 6 points to 741.

Trading volume totaled 691 million shares on the New York Stock Exchange while 394 million were exchanged on the NASDAQ. There were 4 stocks lower for every 3 higher on the New York Stock Exchange and slightly less than 2 stocks declining for every 1 advancing on the NASDAQ.

Clients with questions concerning this Afternoon Comment are advised to contact Tyler Agee at: 1-800-444-1854 x8686 or (502) 588-8686. Members of the media are advised to contact Gary England at 1-800-444-1854 x1738 or (502) 588-1738.

US markets slid into negative territory on Thursday as third quarter earnings season arrived in earnest. Q3 results at financial heavyweights Citigroup and JPMorgan Chase both bested analyst expectations but shares of both declined for the session. Profit warnings sent shares of AT&T, Juniper Networks, and J. Jill lower. In economic news the Bureau of Labor Statistics said its producer price index rose 0.4 percent last month, matching economists' forecasts for September.

The Dow Jones Industrial Average lost 31.88 points at 22841.01, the S&P 500 shed 4.31 points at 2550.93, and the NASDAQ Comp slid 12.04 points at 6591.51. Dow Transports jumped 61.47 points at 10038.13, the Dow Jones Utility Index added 2.42 points at 744.88, and the Russell 2000 small caps ended the session 1.76 points lower at 1505.16. 788 million and 504 million shares were traded on the New York Stock Exchange and NADAQ, respectively. Advancers outnumbered decliners 15 to 13 on the NYSE, while decliners outpaced advancers on the NASDAQ 16 to 13.

The US dollar mostly treaded water on Wednesday. Gold for December delivery rose 0.6 percent, settling at $1296.50. Traders considered global supplies of crude, which the Intl Energy Agency said were higher for September, and domestic crude stockpiles, which per the US government were lower for the third consecutive week. November WTI crude settled at $50.60 per barrel, off 1.4 percent. Recent US treasury yields: 1.5 percent for the 2-year note, 1.9 percent for the 5-year note, 2.3 percent for the 10-year note, and 2.9 percent for the 30-year bond.

-- Clients with questions concerning this Afternoon Comment are advised to contact Amanda Collier at 1-800-444-1854 x8820 or (502) 588-8820. Members of the media are advised to contact Gary England at 1-800-444-1854 x1738 or (502) 588-1738. --

On Wednesday US stocks ended the session in mostly positive territory, with benchmark indexes Dow 30, S&P 500, and NASDAQ Comp once again achieving a trifecta of record high closes. Dow 30 components Johnson & Johnson and McDonald's led the way higher, with shares up 2.1 and 1.6 percent, respectively. Investors digested minutes from September's Federal Reserve policy meeting, which suggested the Fed wants one more interest rate increase in spite of low inflation. Third quarter earnings season begins in earnest tomorrow with releases from financial sector heavyweights Citigroup and JPMorgan Chase.

The Dow Jones Industrial Average added 42.21 points at 22872.89, the S&P 500 rose 4.60 points at 2555.24, and the NASDAQ Comp gained 16.30 points at 6603.55. Dow Transports jumped 48.18 points to 9926.66, the Dow Jones Utility Index was up 3.03 points at 742.46, and the Russell 2000 small caps ended the session down 1.21 points at 1506.79. 742 million and 448 million shares were traded on the New York Stock Exchange and NADAQ, respectively. Advancers outnumbered decliners 17 to 11 on the NYSE, while decliners outpaced advancers on the NASDAQ 15 to 14.

The US dollar sagged versus major rivals after the Fed minutes were released, with the ICE Dollar Index off 0.3 percent to 93.02. Gold futures settled lower for Wednesday, though post-Fed minutes the futures rebounded somewhat in electronic trading. Oil prices were higher as traders weighed OPEC's rising output in September against OPEC's increased crude demand outlook; November WTI crude settled at $51.30 per barrel, up 0.8 percent. Recent US treasury yields: 1.5 percent for the 2-year note, 2 percent for the 5-year note, 2.3 percent for the 10-year note, and 2.9 percent for the 30-year bond.

-- Clients with questions concerning this Afternoon Comment are advised to contact Amanda Collier at 1-800-444-1854 x8820 or (502) 588-8820. Members of the media are advised to contact Gary England at 1-800-444-1854 x1738 or (502) 588-1738. --
Wealth Services with Bill

Financial Planning with Envision
Plan to Win and work your plan. Get the confidence you need with a financial plan that lives and breathes. Let's run a few scenarios together and take the guess work out of your retirement planning. Our new technology is leaps and bounds ahead and give piece of mind that you are on track.

Portfolio Management
How much risk are you taking? My goal is to help protect your assets through periodic portfolio analysis. Portfolio management is an important step in preserving your wealth and limiting your risk.

Trust and Estate Planning
Interested in leaving a legacy for your heirs? Through our affiliate, the Hilliard Lyons Trust Company, LLC, we can provide trust and estate planning services to protect your assets and minimize costs to your beneficiaries. Ask us how to take advantage of these services to improve your planning needs. We make the plan and work with attorneys, but do not draft the documents.

Retirement Income Planning
What does a comfortable retirement mean to you? Traveling to far-flung destinations? Buying a vacation home? Building a comfortable nest egg is the key to an enjoyable retirement.

Insurance
Peace of mind is a valuable commodity. Protecting your family and your assets from unforeseen harm is a precautionary step that cannot be avoided. Learn how today's insurance products can help protect your most valuable assets.

Funding for Higher Education
College costs are continually on the rise. Today's tuition rates will pale in comparison to future costs. Plan today to ensure your children's educational future is well funded.

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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Third Party Web Sites – We may link to or provide access to other web sites or services from other companies or organizations. You agree that we are not responsible for, and do not control those web sites or services.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, IN, KY, MS, NJ, OH, TN, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.