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 in 2012. payday loans online ontario In my mind, 2008 drew a line in the sand. Everything before that – [...]
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 [...]
The 1st Quarter in 2011 saw many of the markets continue their upward momentum from 2010. Below are the returns for some of the popular indices as of 3/31/11: Total Returns % 1Q Dow Jones Industrial Average +6.41% NASDAQ Composite +4.83% S&P 500 Index +5.42% Russell 2000 +7.64% U.S. Aggregate Bond Index -0.59% MSCI All Country World +3.31% Source: Yahoo! Finance. Data through 3-31-11 If you’re a “conservative” investor, you may be alarmed at the [...]
Since the second round of quantitative easing (QE 2) was announced by the Fed, US bonds as a whole (whether corporate or government) have been under pressure. It appears that the market is finally tuning into a few facts. The facts being that inflation is already here, rates are going to have to rise, and bonds hold more risk than usual. Typically, bonds are held in a portfolio to limit risk and volatility in a portfolio. In the [...]