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Posted
Title
02/22/10
"Russell Investments - Economic Dashboard Update - January 31, 2010" - Russell Investments provides their economic summary for review.
12/09/09
"Inflation?" - With all the talk about our exploding money supply, it's an easy conclusion to assume that inflation is right around the corner. We've experienced a significant growth in money supply, but where did all that cash land? Take a read and find out.
11/20/09
"Did the buy and hold philosophy work?" - Fidelity provides a short insight on the buy and hold investor through the crisis of 2008 and how they may have done compared to those who got out when the crisis started. Fidelity examines the flow of funds to provide a unique look at the timing (or ill-timed) decisions of some investors.
10/27/09
"Fidelity - 3Q Commentary. Graphs and More Graphs." - Fidelity's Market Research and Education (MARE) releases their third quarter economic commentary and update. For those who love graphs, dig in. Client login is required.
10/22/09
"JP Morgan Commentary - Consumer's Role in Economic Recovery" - JP Morgan provides insight concerning the consumer's role in an economic recovery. Is the consumer the critical element to this recovery? Is it different this time compared to other recessions? They review the 'myth' concerning the level of consumerism needed for a proper economic recovery.
10/18/09
"Economic Dashboard Update - October, 2009" - Russell investments provides us with the Economic Dashboard giving us a review of the most recent economic activity. It provides a summary of the leading and lagging economic indicators for our economy and whether or not they are improving or deteriorating.
09/08/09
"JP Morgan Commentary - US Debt Commentary" - David Kelly from JP Morgan provides commentary concerning the US debt levels and future economic activity. This summary provides key insight concerning many of the questions we all have regarding the US dollar, debt, and GDP growth. Login is required.
08/15/09
"Russell Investments - Economic Dashboard Update - July, 2009" - Russell Investments provides an update to the Economic Dashboard. This provides an updated glimpse into many of the leading and lagging indicators used in gauging the nation's economic stability.
04/15/09
"Economic Dashboard Update - March 31, 2009" - Russell Investments provides an update to the Economic Dashboard. This provides an updated glimpse into many of the leading and lagging indicators used in gauging the nation's economic stability.
02/20/09
"After the turn, the early bird got the worm." - When markets finally turn around, what percentage of the recovery is recouped within certain time periods? In this climate, it's certainly tough to imagine that a 45% return is possible within 12 months of the turn. Fidelity provides this commentary.
02/12/09
"Bear Necessities" - How does this bear market stack up against those of the past? Fidelity examines past bear markets and provides a simple summary of the performance of bear markets following attaining a market bottom. Recoveries can and do take place - what are the results?
02/12/09
"Fidelity evaluates the TARP and Geithner's Plan" - Fidelity provides an update to the recent TARP program and Treasury Secretary Timothy Geithner's plan to get TARP funds utilized efficiently.
02/02/09
"Gifting. It's not always a pretty package" - The process of gifting isn't as simple as you would think. Tax considerations are a major discussion when gifting is done. As your estate plans are taken into consideration, lifetime gifting can provide useful benefits for you and your beneficiaries.
01/20/09
"Mulligans Are Allowed" - Roth IRAs are a great tool for most investors. If you have begun the conversion process from a regular IRA to a Roth IRA, how do you take advantage of a declining account value after you have converted your account?
01/20/09
"Rothing the IRA" - With 2010 approaching, how can all individuals benefit using the Roth IRA as a wealth accumulation and wealth transfer vehicle? This is an in-depth discussion of the Roth IRA conversion process.
01/08/09
"Morningstar Market Review - 2008" - Morningstar provides a summary of the markets for 2008. It addresses, sector, style and capitalization, bonds, bills, and commodity returns for 2008.
12/30/08
"2009 Tax Facts - Quick Reference Guide" - Nuveen provides clients with a quick reference guide to 2009 tax facts for the upcoming tax year. Retirement plan contribution limitations, investment, Social Security, and estate tax information is also covered. Client login is required to view this document.
12/11/08
"Miss a Little, Miss a Lot" - A piece from Morningstar that points out the benefits (yes, there are benefits) of staying in the market for the long-haul. Timing the market is tough, getting it right multiple times can be impossible.
11/20/08
"JP Morgan - Market Comments" - JP Morgan publishes information concerning the current market environment.
11/04/08
"Elections and Market Returns" - What political party has been best for market returns? We aren't picking favorites, but the information contained in this research is interesting to review. It's a look at returns for the past 60+ years under different party affiliations. Take a read to find out.
10/25/08
"Fidelity Commentary 'Exit at your own risk'" - Market research from Fidelity Investments detailing the risks affiliated with trying to time market purchases and sales. Market rallies are unpredictable and can be as fast and furious as the pullbacks that generally precede such actions.
10/10/08
"American Funds - 'Investing through Recessions'" - What do market returns look like while investing through recessionary time periods? American Funds prepares an informational piece providing information concerning this topic.
10/02/08
"Davis Funds - Great Investors" - The Davis Funds publishes a summary of great investors and their investment philosophies. Warren Buffett, Peter Lynch, and Benjamin Graham are featured.
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