Market Commentary: Week Ending 11-04-11

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 [...]

November 7th, 2011|

The Emotional Investor

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 [...]

May 11th, 2011|

Market Commentary: Week Ending 3/25/2011

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, [...]

March 28th, 2011|

Market Commentary: Week Ending 2/4/2011

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. [...]

February 7th, 2011|

Market Commentary: Week Ending 1/21/2011

  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 [...]

January 24th, 2011|

Weekly Market Commentary: Week Ending 1/14/2011

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 [...]

January 24th, 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|

“Buy and Hold is Still a Winner” Rebuttal

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 [...]

December 2nd, 2010|

Market Commentary: Week Ending 11/12/2010

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 [...]

November 12th, 2010|