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Tag: Asset Management

Don’t Sweat the Small Stuff . . . Well Maybe Sometimes

In the world we live in today, we are constantly reminded not to sweat the small stuff.  We are told to not let the little things get in the way of living our lives and pursuing our dreams!  That is so true and why we shouldn’t worry about the gossip being spread around at work, […]

Market Analysis

Renewed fears of a double-dip recession, policy paralysis across the U.S. and Europe, and the looming threat of a financial crisis in the euro zone combined to create very volatile markets and a devastating quarter for equities. Equity Markets The third quarter of 2011 saw the value of small stocks and international stocks fall more […]

Retirement Income Strategies

I was recently challenged by an investor couple attempting to determine the amount of annual spending they can make based on their portfolio.  How, they asked, can we make a rational decision when we do not know the future return in investment markets, the future rate of inflation or their life expectancy? My general rule […]

Market Update

The second quarter of 2011 provided a rollercoaster ride in the stock market that will look uneventful in the history books.  April was a strong month for the market, but by mid-June the S&P 500 had fallen more than 7% from its April high, erasing the first quarter gains and falling back to where it […]

Fear Returns to the Market – Good for Investors?

First quarter stock market gains were erased during May and June leaving values well below the high water mark reached in the fall of 2007.  As the chart shows, large-cap stocks (S&P 500) have lost nearly 10% annually over the past three years.