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



The major indices reached record levels once again as the Dow, S&P 500 and NASDAQ all posted gains on the day likely on the back of tax reform progress. In economic news, the Fed reported that industrial production rose for the third straight month increasing 0.2% in November, although only half as much as forecasted; U.S. factories are at their highest capacity in two and a half years. Sweet crude for February delivery closed up 0.44% at $57.33 per barrel.

The Dow Jones Industrials increased 135 points to close at 24,643. The S&P 500 was up 22 points at 2,674. The NASDAQ rose by 74 points to finish the day at 6,930 as the small caps of the Russell 2000 were also up by 23 points at 1,530. Dow Transports were up 60 points to 10,388, while the Dow Utility Index was up 2 points to 753.

Trading volume totaled 2,421 million shares on the New York Stock Exchange while 1,469 million were exchanged on the NASDAQ. There were slightly less than 9 stocks higher for every 4 lower on the New York Stock Exchange and slightly more than 16 stocks higher for every 7 lower on the NASDAQ. U.S Treasury securities were mixed today as the 5-year moved lower with yields closing up at 2.16%, the 10-year closed flat, while the 30-year moved higher with yields closing down at 2.68%.

Clients with questions concerning this Afternoon Comment are advised to contact Jack Hellige at: 1-800-444-1854 x8641 or (502) 588-8641. Members of the media are advised to contact Gary England at 1-800-444-1854 x1738 or (502) 588-1738.

The major indices were down today as the Dow, S&P 500 and NASDAQ all were in the red. In economic news, initial U.S. jobless claims fell by 11,000 to 225,000, which is slightly above the post-recession low and much lower than economists¿ expectations; layoffs are around a 45-year low and the 4.1% unemployment rate is the lowest in almost 17 years. Retail sales were up 0.8% in November, twice as much as prior forecasts, driven primarily by online sales. Sweet crude for February delivery closed up 0.87% at $57.08 per barrel.

The Dow Jones Industrials decreased 77 points to close at 24,509. The S&P 500 was down 11 points at 2,652. The NASDAQ declined by 19 points to finish the day at 6,857 as the small caps of the Russell 2000 were also down by 18 points at 1,507. Dow Transports were down 71 points to 10,328, while the Dow Utility Index was about flat.

Trading volume totaled 814 million shares on the New York Stock Exchange while 532 million were exchanged on the NASDAQ. There were slightly less than 2 stocks lower for every 1 higher on the New York Stock Exchange and slightly more than 9 stocks lower for every 4 higher on the NASDAQ. U.S Treasury securities were mixed today as the 5-year moved lower with yields closing up at 2.14%, the 10-year closed flat, while the 30-year moved higher with yields closing down at 2.71%.

Clients with questions concerning this Afternoon Comment are advised to contact Jack Hellige at: 1-800-444-1854 x8641 or (502) 588-8641. Members of the media are advised to contact Gary England at 1-800-444-1854 x1738 or (502) 588-1738.

US stocks ended mostly higher on Wednesday. The Dow 30 closed at its fourth record high in a row. As expected, the Federal Reserve did raise interest rates by 25 basis points; the Fed still anticipates three interest rate hikes next year. Additionally, the Fed increased its 2018 growth target for US gross domestic product from 2.1 percent to 2.5 percent. The US dollar weakened versus major rivals after the Fed announcements.

The DJIA gained 80.63 points at 24585.43 and the NASDAQ Comp rose 13.48 points at 6875.80, while the S&P 500 lost 1.26 points at 2662.85. Dow Transports added 31.07 points at 10398.98, the Dow Jones Utility Index was higher by 2.19 points at 750.50, and Russell 2000 small caps ended the session at 1524.45, up 8.33 points. 875 million and 522 million shares were traded on the New York Stock Exchange and NASDAQ, respectively. Advancers outnumbered decliners on the NYSE 4 to 3 and 3 to 2 on the NASDAQ.

Gold for February delivery was stronger after the Fed's news; the contract settled up 0.6 percent at $1248.60 per ounce. January WTI crude gave up 1 percent, settling at $56.60 per barrel, as traders considered the monthly data from OPEC (output of crude was shown to be at a six-month low) and weekly data about US crude supplies (down, though concerns remain regarding increasing production). US treasury yields decreased. Recent yields: 1.78 percent for the 2-year note, 2.11 percent for the 5-year note, 2.35 percent for the 10-year note, and 2.73 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. --

US stocks were mixed on Tuesday, though yet again the Dow Jones Industrial Average and S&P 500 closed at record highs. Gains were led by the telecom and financial sectors, with tech, utilities, and energy trending in the red. The Federal Reserve's Open Market Committee began its two-day meeting; investors and analysts anticipate the third interest rate hike of the year will be announced at tomorrow's meeting.

The DJIA jumped 118.77 points at 24504.80 and the S&P 500 rose 4.12 points at 2664.11, while the NASDAQ Comp lost 12.76 points at 6862.32. Dow Transports edged down 2.92 points at 10367.91, the Dow Jones Utility Index lost 14.28 points at 748.31, and Russell 2000 small caps ended the session 3.72 points lower at 1516.12. 855 million and 482 million shares were traded on the New York Stock Exchange and NASDAQ, respectively. Decliners outpaced advancers on the NYSE 15 to 13 and 16 to 13 on the NASDAQ.

Stronger producer-price index data helped power the US dollar higher versus major rivals. Gold futures weakened, with gold for February delivery settling off 0.4 percent at $1241.70 per ounce. January WTI crude gave up 1.5 percent, settling at $57.14 per barrel. Recent US treasury yields: 1.83 percent for the 2-year note, 2.17 percent for the 5-year note, 2.40 percent for the 10-year note, and 2.77 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. --

US stocks kicked off the week mostly in the green, with the Dow Jones Industrial Average and S&P 500 once again closing at record highs. The NASDAQ Comp ended shy of its record high close by less than one percentage point. Investors are looking forward to Wednesday's Federal Reserve decision regarding interest rates. Futures for virtual currency bitcoin began trading late yesterday.

The DJIA gained 56.87 points at 24386.02, the S&P 500 added 8.49 points at 2659.99, and the NASDAQ Comp rose 35 points to 6875.08. Dow Transports shed 31.68 points at 10370.83, the Dow Jones Utility Index were up 4.90 points at 762.59, and Russell 2000 small caps ended the session 1.89 points lower at 1519.84. 782 million and 471 million shares were traded on the New York Stock Exchange and NADAQ, respectively. Advancers outnumbered decliners on the NYSE 15 to 13, and decliners outpaced advancers on the NASDAQ 17 to 14.

The US dollar mostly weaker versus major rivals. Gold for February delivery settled down 0.1 percent at $1246.90 per ounce. January WTI crude settled up 1.1 percent at $57.99 per barrel. Recent US treasury yields: 1.82 percent for the 2-year note, 2.16 percent for the 5-year note, 2.39 percent for the 10-year note, and 2.78 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.

Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  
 
 
 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.