Market Commentary - March 31, 2013
Posted by: LIBBY GOURLEY
Posted on: April 11, 2013
The Life of Reilly is a fictional story that demonstrates some interesting analogies to today’s market environment. Mr. Reilly was a down-and-out stock analyst who hyped recommendations of other analysts. Rarely did he get money managers to return his calls.On the train to work one day, Reilly picked up a crumpled copy of The Wall Street Journal bearing that day's date and began to read it. He read that a particular stock …
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Market Commentary - December 31, 2012
Posted by: CHRISTY GREENE
Posted on: January 7, 2013
It’s Been Awfully Quiet The S&P 500 was up 16% for 2012 and experienced its lowest volatility since 2007. During 2012, we saw only 3 days when the market was either up or down by more than 2% as compared to 2011 when we experienced 35 such days. Looking at the S&P 500, you wouldn’t expect that we are about to face the Fiscal Cliff, which refers to the economic effects that could result from tax increases, spending cuts, and a corresponding …
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Market Commentary - September 30, 2012
Posted by: DANIEL K. CARTER
Posted on: October 9, 2012
Fiscal Cliff Federal Reserve Chairman Ben Bernanke has used the term “fiscal cliff” to describe several big fiscal events set to occur in the U.S. at the end of this year and in early 2013. Among them are the following: The expiration of the Bush-era tax cuts at the end of 2012, which would raise the current tax rate on ordinary income from a maximum rate of 35% to 39.6%, on long term capital gains from 15% to 20%, and on …
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Market Commentary - June 30, 2012
Posted by: DANIEL K. CARTER
Posted on: October 9, 2012
Let me tell you a story about the “haves” …… We all know them. Love them or hate them, please give a warm welcome to: The Haves and The Have-Nots. Boy, doesn't that conjure up feelings? It’s like the purple Schwinn 10-speed bike you hoped Santa would bring you for Christmas, that your cousin got from Santa two years before you had to pay for your own Western Flyer 10-speed bike from Western Auto; or, why do your friends get to have all …
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Market Commentary - March 31, 2012
Posted by: STEVE ARNETT
Posted on: April 9, 2012
Today, if you ask an informed investor what asset allocation is, he might say it is a way of diversifying investments among different asset classes like stocks, bonds, and cash in order to control downside risk and maximize upside return. Or he might say asset allocation prevents “putting all of your eggs in one basket” or “not betting the farm on it.” In other words, it’s a pretty simple concept that should have been obvious …
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