Market Commentary: Week Ending 9/9/11

2011-09-12T15:13:23+00:00September 12, 2011|Uncategorized|

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 bank (SNB) has done its very best to avoid devaluing their currency while all other currencies are in a race [...]

Market Commentary: Week Ending 8/26/2011

2011-08-29T14:33:55+00:00August 29, 2011|Market Commentary|

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.  I’ll share my thoughts on those below… Buffett’s “Investment” in Bank of America Warren Buffett’s Berkshire Hathaway decided to bailout [...]

Market Commentary: Week Ending 8/05/2011

2011-08-08T07:09:16+00:00August 8, 2011|Market Commentary|

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 their respective 200-day EMAs.  The last trades were placed on Wednesday, which means we were able to avoid the losses [...]

Post June 2011

2011-07-12T08:57:59+00:00July 12, 2011|Blog, Investments|

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 out in the months ahead.  So… you may be thinking, ‘What in the world did I miss?’  In the spirit [...]

Market Commentary: Week Ending 4/29/2011

2011-05-02T12:27:05+00:00May 2, 2011|Market Commentary|

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 the best month for stocks year-to-date.  The strong performance was the result of strong corporate earnings, continued low interest rates, [...]

Market Commentary: Week Ending 1/7/2011

2011-01-09T14:48:54+00:00January 9, 2011|Market Commentary|

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 will notice going forward, I have slightly changed the layout and information provided in my weekly market commentary so as [...]

Market Commentary: Week Ending 12/10/2010

2010-12-13T10:11:07+00:00December 13, 2010|Market Commentary|

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 32.12 0.84 3.82 25.61 MSCI All Country World 0.56 0.02 10.27 9.71 -8.01 1.03 8.18 Source: Morningstar, Inc.  Data through [...]

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