Retirement Readiness: Part II

Investment & Portfolio Design

An in depth analysis of investment and portfolio design. We will review portfolio design that reflects the challenges of retirement and the economy. We will dig into the details and review the basics of investing. Join Chris Boyd, CFP® for a discussion on investing in a low interest rate environment, or what to do when inflation is up or down? Is the market ready for a correction?…and much more.

Where and When:

Option I: June 11, 2013 at 6:30 pm ( limited to 10 people)

Option II: June 15, 2013 at 10:30 am ( limited to 10 people)

Location: AMR Offices 1060 Falmouth Rd, B2 Hyannis, MA 02601

Speaker:

J. Christopher Boyd, CFP®, CASL®, Chief Investment Officer of Asset Management Resources, LLC and host of Cape Cod’s financial talk show, “Something More with Chris Boyd” on WXTK, 95.1 FM. Mr. Boyd has been assisting clients with financial planning, investment advice and portfolio management for over 15 years. He specializes in planning for retirement and planning

 Bring a friend and join us at one of our investment & portfolio design seminars.  We have two dates avaliable.  Each seminar is limited to 10 people which gives you the opportunity to ask questions in an intimate environment.

Market Week: May 20, 2013

Equities data reflect price changes, not total return.

Last Week’s Headlines

• Retail sales were up 0.1% in March, and for a change, the reason wasn’t higher gas prices. The Commerce Department said spending at gas stations fell 4.7%, while building materials/garden supplies, auto/auto parts, clothing, general merchandise, and nonstore retailers all gained at least 1% for the month.
• Inflation showed no signs of putting pressure on the Federal Reserve to raise interest rates. For the second straight month, falling oil prices were responsible for a drop in the Consumer Price Index. According to the Bureau of Labor Statistics, April’s 0.4% decline was the steepest since December 2008, and it pushed the annual consumer inflation rate down to 1.1%–its lowest level since November 2010. Meanwhile, wholesale prices fell 0.7% (also largely because of oil prices), putting the wholesale inflation rate for the last 12 months at 0.6%, its lowest since last July.
• Manufacturing data was underwhelming as both the Federal Reserve’s Empire State and Philly Fed manufacturing surveys showed general business conditions declining during the month. The Empire State index for May fell to -1.4–its first negative reading since January–while the Philly Fed number sank to -5.2.
• The Conference Board’s index of leading economic indicators rebounded from a slight decline to rise 0.6% in April. Housing permits and the interest rate spread were the most positive of the index’s 10 indicators.

Eye on the Week Ahead

Investors will parse minutes of the Federal Open Market Committee to see whether sentiment is tipping toward winding down quantitative easing sooner rather than later. Home sales and durable goods orders also are on tap.

Key dates and data releases: home resales, FOMC minutes (5/22); new home sales (5/23); durable goods orders (5/24).

Data sources: Includes data provided by Brounes & Associates. All information is based on sources deemed reliable, but no warranty or guarantee is made as to its accuracy or completeness. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Past performance is no guarantee of future results.

The Dow Jones Industrial Average (DJIA) is a price-weighted index composed of 30 widely traded blue-chip U.S. common stocks. The S&P 500 is a market-cap weighted index composed of the common stocks of 500 leading companies in leading industries of the U.S. economy. The NASDAQ Composite Index is a market-value weighted index of all common stocks listed on the NASDAQ stock exchange. The Russell 2000 is a market-cap weighted index composed of 2000 U.S. small-cap common stocks. The Global Dow is an equally weighted index of 150 widely traded blue-chip common stocks worldwide. Market indexes listed are unmanaged and are not available for direct investment.

May 11, 2013 – Buffet, Bonds, and the Bull Market

Chris and guest co-host Herb Montgomery talk about Dow Jones Industrial Average milestones and especially the recent milestone of 15,000. They also talk about Warren Buffet’s comments regarding stocks and bonds and his warning about bonds. Long-term care perceptions, student loan debt, and Mike Burton’s Mortgage Minute round out this week’s show.

Check out this episode

Market Week: May 13, 2013

The Markets

And the beat goes on: Amid a week that was relatively light on economic influence, equity markets continued to set new records (except the Nasdaq, which still has a long way to go). The Dow, S&P 500, Nasdaq, and Russell 2000 all appear poised to reach the midyear point nearing or above a 15% gain, while the Global Dow is not far behind. Will the breakneck pace continue? While no one can say for sure, there is certainly no dearth of opinion on the matter. Stay tuned.

Market Week: May 6, 2013

The Markets

Records were made to be broken: Despite some volatility, generally positive earnings reports and a better-than-expected employment picture helped equities continue to power upward. The jobs report sent the S&P 500 to a new record close above 1,600 on Friday.