Format: Blogs

Monday Morning Market Update

Last week’s economic data was mostly positive. Yet the stock market showed some signs of a tiring rally. Over longer periods of time there is a strong correlation between economic growth and stock market prices. However, on any given day, these two forces may not necessarily move together. Stoc[...]

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Consumers Acting with Confidence

We know that the consumer continues to be the most important driver of economic activity in the U.S. Many of the economic reports over the last quarter have indicated that we consumers have remained steadfast in our desire to acquire goods and services even in the face of higher taxes and gas price[...]

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Attribution

During a recent non-profit organization’s board meeting, a board on which I serve, the investment advisor made a presentation regarding the organization’s portfolio. He discussed its asset allocation versus the investment policy, the investments made in individual stocks and bonds, then the fun[...]

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It is Still About Jobs

Last week’s economic news provided some insight into why many investors are beginning to hold out greater hope for a better 2013. Mysteriously, the Sequester and now the debt ceiling debate seem to provide little concern for most investors as the domestic stock market continues its march higher ([...]

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Making Bonds Less Complicated

Over the last 30 years, the bond market has become much more complicated as there has been a proliferation of vehicles to invest in. To access the bond market, you can buy mutual funds, exchange-traded funds and notes or individual bonds themselves. There has also been an increase in the different t[...]

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The Ides of March, Again?

The sequestration cuts took effect on Friday as President Obama signed them into action. The market is entering another period, much like March in 2011 and 2012, where global macro-economic issues and policy headwinds will take control of market movement. With less than 5% of the S&P 500 compa[...]

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Growth vs. Austerity

Europe was in the news again late last week as Moody’s downgraded the U.K.’s sovereign debt to Aa1 from Aaa. Italian elections are taking place now and there is concern the current party leadership will take a beating. Later this week we have our own sequestration deadline on March 1st. It se[...]

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Identity Theft

We have all heard stories about it and hoped that we would not be the next victim. Many of us even have friends or family members who have been impacted by this serious crime. Although it happens to hundreds if not thousands of people each day and more than a million people each year, we continue te[...]

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Is there Really a Great Rotation?

There has been a lot of discussion recently about the “rotation into stocks.” Enough that it warrants a comment or two. The premise has been that because investors have been afraid of the stock market due to the 2008, early 2009 downturn, they are avoiding it. The assumption is that they will re[...]

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In-Plan Roth Conversion

The ink on the American Taxpayer Relief Act of 2012 (ATRA) is barely dry so it is too early to measure its overall impact. However, if this first month of the year is any indication for the future, in-plan Roth conversions will not make the impact expected by Congress. To review, a new provision [...]

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