Market Commentary: Week Ending 9/9/11

This past week was a rocky week that ended in a sharp selloff over Thursday and Friday.  The sharp decline in global stocks was mostly precipitated by the ongoing nightmare that is Europe. One very notable event this past week was the fall of the last safe haven - the Swiss Franc.  The Swiss National [...]

September 12th, 2011|

Market Commentary: Week Ending 8/26/2011

What an interesting week we had on many fronts- an earthquake and hurricane on the east coast, Buffett bailing out another bank, and Bernanke’s speech.  The first two didn’t have much bearing on those of us in the Midwest, but the effects of the second two remain to be seen as trading opens on Monday.  [...]

August 29th, 2011|

Market Commentary: Week Ending 8/05/2011

It was not a great week to have a baby and be an investment advisor!  Luckily, the hospital had WiFi and Fox Business on the TV.  I was able to welcome our family’s newest addition, Alexis Karen, on Tuesday.  In addition, I sold the remaining investments in my client’s portfolios as their prices dropped below [...]

August 8th, 2011|

Post June 2011

While many American families celebrated the official beginning of summer, those of us charged with maintaining their portfolios were hanging on the news each day as it was released. It was a rocky go, and while the month may have ended (finally), we still have much to watch as the events of June 2011 play [...]

July 12th, 2011|

Market Commentary: Week Ending 4/29/2011

Total Returns % 1 Week YTD Dow Jones Industrial Average +2.43% +10.65% NASDAQ Composite +1.89% +8.32% S&P 500 Index +1.96% +8.43% Russell 2000 +2.32% +10.42% U.S. Aggregate Bond Index +0.66% +0.67% MSCI All Country World +2.47% +8.29% Source: Yahoo! Finance.  Data through 4-29-11 The final week of April finished on a high note, making April [...]

May 2nd, 2011|

Market Commentary: Week Ending 2/11/2011

Global markets held up well this past week in the face of the whirlwind in Egypt, and continued inflationary pressures in China and other emerging markets.

February 14th, 2011|

Market Commentary: Week Ending 1/7/2011

Total Returns % 1 Week YTD Dow Jones Industrial Average +0.84% +0.84% NASDAQ Composite +1.90% +1.90% S&P 500 Index +1.10% +1.10% Russell 2000 +0.53% +0.53% U.S. Aggregate Bond Index -0.23% -0.23% MSCI All Country World -0.36% -0.36% Source: Morningstar, Inc.  Data through 1-7-11 I hope everyone had a safe and happy New Year.  As you [...]

January 9th, 2011|

Market Commentary: Week Ending 12/10/2010

Total Returns % loans for prepaid debit cards 1 Week 1 Month 3 Month 1 Yr Avg 3 Yr Avg 5 Yr Avg YTD Dow Jones 0.32 0.79 9.83 12.66 -3.19 3.89 12.35 NASDAQ 1.78 2.28 17.62 20.39 -1.01 3.17 16.23 S&P 500 1.32 1.98 12.38 14.81 -4.32 1.83 13.39 Russell 2000 2.72 5.80 22.41 [...]

December 13th, 2010|