Total Returns %

1 Week

1 Month 3 Month 1 Yr Avg 3 Yr Avg 5 Yr Avg


Dow Jones


6.15 9.30 15.55 -5.08 4.09




7.25 9.50 12.43 -4.62 3.14


S&P 500


6.21 9.43 11.59 -7.04 1.61


Russell 2000


9.54 12.21 15.64 -4.81 2.86


MSCI All Country World


7.52 12.24 7.70 -9.22 1.33


Source: Morningstar, Inc.  Data through 10-08-10

The start of the fourth quarter found investors cautiously optimistic with the Dow rising above 11,000 for the first time since May.  Manufacturing, services, and labor reports were all viewed as positive by investors.  Though factory orders declined in August, activity actually increased for the month when excluding the transportation-related sector.  The services sector rose more than expected in September, and jobless claims for unemployment benefits fell to the lowest level since July.  Friday’s jobs report was mixed; there was progress in the private sector, but more jobs were lost than expected in the overall job market.  However, the markets reacted positively to this labor news under the assumption that this will lead to a new bond purchase program by the government.

Global markets had a good week due to a Japan’s announcement of a stimulus plan, and a depreciated Japanese yen.  The dollar fell to a 15-year low against the yen, and an 8-month low against the euro.

This coming week, earnings reports for Google, Intel, and GE will be watched as investors look for signs of corporate revenue growth.  The retail sales report will also be released at the end of the week, which could provide insight into the upcoming holiday season.

Would you like an analysis of your current investment portfolio?  Call me to schedule your free consultation- 913.693.7918.

John P. Chladek, MBA, CFP® is the President of Chladek Wealth Management, LLC, a fee-only financial planning and investment management firm specializing in helping families and couples who are not yet retired realize their financial goals.  For more information, visit

All written content on this site is for information purposes only.  Opinions expressed herein are solely those of John P. Chladek, MBA, CFP®, President, Chladek Wealth Management, LLC.  Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual advisor prior to implementation.  Investment Advisory services are offered by Chladek Wealth Management, LLC, a registered investment advisory firm in the State of Kansas.  The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Kansas or where otherwise legally permitted.