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December 2010 Review
Volatile Year Ends with Strong Gains
Winter has arrived and despite freezing temperatures, the days are starting to get longer. Unlike the roof of the Metrodome, which collapsed before the Vikings played the Giants, the capital markets held strong during snowy December as the S&P 500 Index returned 6.68% during the month, marking the fourth straight month of gains...
 
December 2010 Market Alert
Musings on the Fixed Income Market
Over the past few years, investors have pumped assets into fixed income mutual funds at a record pace. Through November 2010, net flow into taxable bond funds and municipal bond funds amounted to $245 billion, following the $356 billion that was added to these asset classes in 2009...
 
November 2010 Review
A Time to Give Thanks
Thanksgiving is typically the time of year to reflect upon all that we are thankful for. Though, in these times of great uncertainty, it may be more difficult than normal to overlook the challenges that permeate the economy...
 
November 2010 Market Alert
Post-Election and Post-FOMC Meeting Update...
The first week of November was a busy time for the nation, as Americans took to the polls to vote for Congressional representatives and the Fed announced a second round of quantitative easing...
 
October 2010 Review
A Market Rise in the Fall
Historically, as autumn begins and the leaves change color, investors tend to shy away from the equity markets during the months of September and October...
 
September 2010 Review
A September to Remember?
What is that light at the end of the tunnel? Some say it is the end of a very difficult and painful recession. Others suggest it is the oncoming train of a double dip recession...
 
August 2010 Review
Eyes on the horizon...
It is often said that investing for retirement is comparable to running a marathon; focusing on the longterm goal and paying little heed to short-term bumps in the road...
 
July 2010 Review
Never Look a Gift Horse in the Mouth...
There’s an old adage that warns “never look a gift horse in the mouth.” Essentially, the meaning of the proverb is that if you are given a gift, just be grateful and don’t question it...
 
June 2010 Review
Bear in Mind...
Following a difficult May, the month of June was another tough pill to swallow for investors. Markets tumbled, economic news remained relatively weak and the light at the end of the tunnel seemed to creep further away...
 
May 2010 Review
The Charging Bull Stumbles...
Investor fear returned in May, as a culmination of worries sent risky asset prices down throughout the capital markets. Risk aversion was on full display, with the so-called “Flash Crash” on May 6th...
 
May 2010 Market Alert
Investors’ nervousness about the magnitude of the U.S. economic recovery and the vast economic problems overseas was in full display last week and early this week, as significant volatility returned to the capital markets...
 
April 2010 Review
Mostly Sunny or Partly Cloudy? It Depends How You Look at it...
As the cold winter months became a distant memory, the economy helped us envision a warm and sunny spring. Economic data was primarily positive, markets were strong and the outlook remained mostly upbeat...
 
March 2010 Review
In Like a Lion, Out Like a Bull
The strong performance of the domestic equity market in 2009 continued through the first quarter of 2010 as the S&P 500 index returned 6.0% in March to bring the total return for the quarter to 5.4%...
 
February 2010 Review
It's a Small World After All
The 2010 Winter Olympic Games in Vancouver came to a close on the last day of February with the top five medal winning countries being the United States, Germany, Canada, Austria and Norway. As the world can now shift the focus from competitive sports to financial and economic news...
 
January 2010 Review
Life After the "Lost Decade" - What's Next?
January was a month of seemingly mixed results. Despite corporate America reporting generally favorable fourth quarter earnings and other positive economic data being released, most equity indices fell for the month....

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