Current Environment – CWM Investment Outlook for 2012

I have my suspicions that the New Year is going to bring some interesting dynamics to the stock market.  I’ve attempted to address the Current Environment that we are in by discussing where we’ve been historically, why I continue to maintain a large cash position in my clients’ portfolios, and where I think we’re headed [...]

January 8th, 2012|

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|

Market Commentary: 9-23-2011

This past week could not have ended sooner.  The big news of the week was the Fed's announcement of the much anticipated “Operation Twist II.”  The Fed will be selling $400 billion in short-term treasuries and buying the same amount in long-term treasuries.  This left the market sour as investors were looking for more purchasing [...]

September 26th, 2011|

How have our clients avoided the recent stock market losses?

The markets have certainly been frightening over the past couple weeks.  As such, I have been receiving many “thank you” emails and phone calls from clients for selling before the market sell-off last Thursday.  Several of you have spoken of friends and relatives who are anxious about their current advisors strategy (and likely for good [...]

August 10th, 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|

Market Commentary: Week Ending 7/15/2011

It was almost a good week.  The market slid into Wednesday, and then got a pop from the Federal Reserve.  On Wednesday, Federal Reserve Chairman Ben Bernanke was testifying before Congress and indicated that the door on additional stimulus, via bond purchases, was still open.  The stock market briefly took off on this news, but [...]

July 18th, 2011|

Market Commentary: Week Ending 7/1/2011

I hope everyone had a safe and fun 4th of July with family and friends while celebrating our great nation! This past week saw quite a jump in the markets.  The only problem is the market rose on very little participation (typical for summer trading the week before the 4th of July holiday).  Which begs [...]

July 5th, 2011|

Market Commentary: Week Ending 5/13/2011

Total Returns % 1 Week YTD Dow Jones Industrial Average -0.34% +8.80% NASDAQ Composite +0.03% +6.62% S&P 500 Index -0.18% +6.37% Russell 2000 +0.28% +6.64% U.S. Aggregate Bond Index +0.12% +0.98% MSCI All Country World -1.24% +3.91% Source: Yahoo! Finance.  Data through 5-13-11 The markets as a whole were relatively flat last week.  In terms [...]

May 15th, 2011|

Market Commentary: Week Ending 5/6/2011

Total Returns % 1 Week YTD Dow Jones Industrial Average -1.34% +9.17% NASDAQ Composite -1.60% +6.58% S&P 500 Index -1.72% +6.56% Russell 2000 -3.69% +6.34% U.S. Aggregate Bond Index +0.19% +0.86% MSCI All Country World -2.84% +5.21% Source: Yahoo! Finance.  Data through 5-6-11 Global markets were rocked last week with large sell-offs in oil and [...]

May 9th, 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|