December 1, 2010
- Day-to-Day Markets
Day-to-day market performance can be quite unpredictable, and perplexing to investors who are trying to get a good read on where the market's heading.
During the past month or so, we've seen market volatility in reaction to European debt issues, China's efforts to slow its economy, North Korea's attack on its southern neighbor, better US economic news (though worse housing news) and continued chatter about the intrinsic worth of QE2.
Unfortunately, it can be difficult to determine what's worth paying attention to as a longer-term barometer and what's simply short-term noise. Clear-cut economic data is hard to come by, but we believe the balance of the evidence imply a strengthening US economy, which should help to support stock-market performance in the coming year. (…)
November 29, 2010
- Household Wealth Grows
A report by the Federal Reserve revealed Net Worth for households & individuals climbed $1.2 trillion, or 2%, to $54.9 trillion in the third quarter of 2010. Americans continue to grow their wealth, even as home values remain stalled. (…)
November 1, 2010
- Fail Like a Billionaire
In a recent article in Forbes.com, the author makes a great point – very few people are as successful right out of the gate as the 26 year old Mark Zuckerberg (founder of Face book). Most successful people have significant setbacks. (…)
October 22, 2010
- The Perils of Chasing Performance
I recently read an article that intrigued me. (…)
October 6, 2010
- Positives on the Economy and Market
I don't believe there's ever a free lunch in this world. But, I remain on the side of the market and economic bulls nonetheless. (…)
September 7, 2010
- Positives in the US Economy
Positive economic news is rarely seen in the media, but not all is doom and gloom in these days. (…)
September 3, 2010
- Where are the Jobs?
U.S. companies modestly added jobs in August, easing concerns that the nation might slip back into a recession. The latest jobs report was better than expected. (…)
August 19, 2010
- Markets in Transition
Ever watch a sporting event with the volume turned down? It may take away from some of the “drama”, but you also don’t have to listen to the idle chatter and biased views of the commentators. (…)
August 3, 2010
- Double Dip Recession?
So what’s really going on? After a terrible 2nd quarter, the market posted its first Positive month in July (7%) since April. US Equities for the year are basically flat for the year. (…)
July 20, 2010
- Latest Market Thoughts…
I love to read Bob Doll, of Blackrock. He’s got a good perspective on things. (…)
June 24, 2010
- No Surprises from the Fed
No surprises from the Fed today.
First statement since recovery unfolded in which Fed had to dial back its language about recovery's pace. (…)
June 15, 2010
- Independent RIAs Attract More Clients from Larger Rivals
According to a survey by TD Ameritrade, independent advisors increased their roster of clients over the last six months.
Why? (…)
June 2, 2010
- Markets down in May, The Same but Different
As you’ve probably heard by now from the major media outlets, May was the worst May for US stocks since 1962. Lets take a closer look at the two “May” months. (…)
May 11, 2010
- Market Volatility Continues…What Next?
Here’s an interesting perspective from Bob Doll, the head of Blackrock. He always has keen insights. Here’s a link to his full commentary. (…)
May 7, 2010
- America's Back!
America is Back! Newsweek declares last month. Cover-story author Daniel Gross says the economy is making a strong comeback, defying the odds and surprising the naysayers. (…)
- Yesterday's Markets
As I reflected upon yesterday's trading, I have been in the business for a long time, over 19 years. (…)
April 10, 2010
- Where's the Market Heading?
After the market roller coaster of 2008 and 2009, the first quarter of 2010 has been blessedly uneventful by comparison. (…)
March 22, 2010
- Lost Decade for Investors?
Strategic asset allocation is alive and well! (…)
March 11, 2010
- More on How to Beat the Market
Here we go again. The Standard & Poors, of the S&P500 index, also conducted its annual study of the Index vs Active Funds. (…)
March 10, 2010
- Develop a Sell Discipline
Come take a look. We were recently quoted in a UK Magazine – Fundstrategy.co.uk. The story was about Lessons learned from the financial crisis. The reporter interviewed several advisors. (…)
