October ended with the S&P 500 up 3.6% after the government shutdown issues evaporated. The markets don’t seem concerned about health care news. Indicators like employment and GDP may have an impact on future markets.
Last month markets reversed from down in August to up in September. Small caps and large international assets delivered better returns so our diversification helped. Government shutdown in October and will role into the debt ceiling debate on October 17th.
It’s been a few months since our last monthly video, but here it is! In this video we talk about market activity and adjustments made recently. We also go over allocations, volatility and risk management.
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Hi everyone. Welcome to the February 2013 newsletter. Let’s review the market activity for February and talk a little about the economy.
Looking back at the markets for February, we saw a gain in the S&P 500 of just over 1%. International markets were down by almost 1% and our bond market was down as yields […]
Welcome to the January 2013 newsletter. 2013 is certainly off to a great start as far as the stock market is concerned.
Let’s take a look back at the unexpected performance for the month: the S&P 500 was up just over 5% which was surprising considering that at the end of Dec we were faced with […]
Welcome to the December 2012 Asset Management Strategies newsletter. I hope that everybody had a great holiday. Where do we start?
Before we get into the fiscal cliff debacle, let’s look at December’s market action and then the entire 2012 year. The S&P was up 1.19% for the month of December, which was basically all in […]
- The S&P 500 index ended with a loss of only 0.8% while the Dow was lower by 0.1%. However, the market dropped just over 5% from the start of the month to mid-month before recovering. Since the election, the market has been laser focused on the Fiscal Cliff issue.
- The market took a couple of attempts to push thigher, but finished with the S&P down 1.8% and he Dow off a little more at 2.4%, but the international was up .8% which is where we had about 2/3 of our equity allocation deployed. Most of the later part of the month reflected the disappointment with some earnings reports. Actually, the earnings were better than expected, but the guidance (or future outlook) from the companies concerned the markets that a slowdown is ahead.
- Markets were great in September with the S&P up another 2.6%. The Dow was up about the same amount and small caps and internationals were up just slightly more than that at 3%. The stimulus package announcement was probably the biggest contributing factor to the increases last month coupled with the absence of any significant bad news. Issues in Europe are still being sorted out, but there wasn't any major deterioration to those developments.
Welcome to the August 2012 edition of our newsletter. This month the markets continued their gradual climb upward with the S&P 500 up 2.3%. The Dow was up only have of that, but the international market was up slightly better as the dollar has strengthened against the Euro. The market dipped down the first two […]