Market Commentary: Week Ending 11-04-11

2011-11-07T18:08:52+00:00November 7, 2011|Market Commentary|

What makes the money world go around? Confidence and trust makes the money world go around.  The market tension, and eventual rout in 2007-2008, had very much to do with a breakdown in confidence and trust.  The global banking system is dependent upon banks working with one another.  This cooperation between banks is one way banks remain liquid and able to meet obligations.  When these big firms start looking at each other with suspicion, liquidity [...]

The Emotional Investor

2011-05-11T11:56:48+00:00May 11, 2011|Blog, Financial Planning Psychology, Investments|

I like to keep in-mind the beginning of Rudyard Kipling’s famous poem ‘If’ as I lead investors through weeks like last week:  “If you can keep your head when all about you are losing theirs and blaming it on you, if you can trust yourself when all men doubt you, but make allowance for their doubting too...”  While certainly no one was blaming last week’s slamming of the global markets on me, emotions ran high [...]

Market Commentary: Week Ending 3/25/2011

2011-03-28T12:45:14+00:00March 28, 2011|Market Commentary|

Total Returns % 1 Week YTD Dow Jones Industrial Average +3.05% +5.55% NASDAQ Composite +3.76% +3.40% S&P 500 Index +2.70% +4.47% Russell 2000 +3.67% +5.13% U.S. Aggregate Bond Index -0.63% -0.47% MSCI All Country World +2.53% +2.05% Source: Yahoo! Finance.  Data through 3-25-11 Global markets enjoyed a bounce-back week after a couple ugly weeks.  However, extra vigilance must be top-of-mind for investors as the list of worries (which all have possibly potent impacts) are growing. [...]

Market Commentary: Week Ending 2/4/2011

2011-02-07T13:39:45+00:00February 7, 2011|Market Commentary|

Total Returns % 1 Week YTD Dow Jones Industrial Average +2.27% +4.45% NASDAQ Composite +3.07% +4.39% S&P 500 Index +2.71% +4.23% Russell 2000 +3.19% +2.10% U.S. Aggregate Bond Index -1.51% -1.41% MSCI All Country World +2.95% +2.99% Source: Yahoo! Finance.  Data through 2-4-11 Global markets rebounded last week in spite of the unrest in Egypt.  While it is good to see Egyptians pushing for change and more freedom, it is unsettling to see the violence [...]

Market Commentary: Week Ending 1/21/2011

2011-01-24T08:36:01+00:00January 24, 2011|Market Commentary|

  Total Returns % 1 Week YTD Dow Jones Industrial Average +0.72% +2.54% NASDAQ Composite -2.39% +1.38% S&P 500 Index -0.76% +2.04% Russell 2000 -4.26% -1.34% U.S. Aggregate Bond Index -0.11% -0.13% MSCI All Country World -0.90% +1.13% Source: Yahoo! Finance.  Data through 1-21-11 Global markets softened up a bit this week on news of further inflation concerns in China.  In addition to the news out of China, while quite a few US companies reported [...]

Weekly Market Commentary: Week Ending 1/14/2011

2011-01-24T08:18:18+00:00January 24, 2011|Market Commentary|

Total Returns % 1 Week YTD Dow Jones Industrial Average +0.96% +1.81% NASDAQ Composite +1.93% +3.86% S&P 500 Index +1.71% +2.83% Russell 2000 +2.51% +3.05% U.S. Aggregate Bond Index +0.21% -0.02% MSCI All Country World +2.42% +2.05% Source: Morningstar, Inc.  Data through 1-14-11 Global markets enjoyed a nice rise this week.  The market drivers for the week were easing tensions (for now) in Europe, global shortfalls in soft commodities, and positive earnings reports from Intel [...]

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 [...]

“Buy and Hold is Still a Winner” Rebuttal

2010-12-02T15:42:25+00:00December 2, 2010|Blog, Investments|

I recently came across an article in the Wall Street Journal written by Burton Malkiel titled ‘Buy and Hold’ Is Still a Winner.  If you’d like to read the article, it comes right up when you Google-it.  The title of the article caught my attention for obvious reasons - Chladek Wealth Investment Strategy: The Numbers Don’t Lie.  However, when reading the entire article, there are actually more points that Mr. Malkiel and I agree on [...]

Market Commentary: Week Ending 11/12/2010

2010-11-12T17:42:36+00:00November 12, 2010|Market Commentary|

Total Returns % 1 Week 1 Month 3 Month 1 Yr Avg 3 Yr Avg 5 Yr Avg YTD Dow Jones -2.10 1.78 9.16 12.76 -2.01 3.64 9.85 NASDAQ -1.95 2.47 16.40 16.70 -1.14 2.96 11.49 S&P 500 -2.10 2.69 11.23 12.53 -3.73 1.54 9.42 Russell 2000 -2.32 3.43 16.94 25.53 -0.68 2.90 16.22 MSCI All Country World -2.35 2.32 12.19 8.49 -7.19 1.39 6.77 payday loan court Source: Morningstar, Inc.  Data through 11-12-10 This [...]

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