George Fisher’s June Market Commentary

Now Is The Time To Review Your Bond and Utility Holdings

May 31, 2013

Alliance Bernstein, in an article published on their website, outlines the case for adding global bond exposure as a means of improving risk-adjusted returns for core bond portfolios.  Below are graphs from the article and a link to the article is provided below.

Adding GlobalGlobal can also be core

Why is this important?

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Market Week: May 20, 2013

The Markets

Bears were on the defensive last week as both the Dow and the S&P 500 once again set fresh record highs. Friday’s close put the S&P 500 up almost 147% from its March 2009 low, while the small-cap Russell 2000 has almost tripled since then. Meanwhile, gold followed up on the previous week’s losses by losing some more. The spot price fell below $1,400 an ounce last Monday and kept on going; it ended the week at roughly $1,365, having lost more than 7% in a little over a week.

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May 18, 2013 – Real Estate and Retirement

The show begins with guest Deborah DelNegro, a Senior Real Estate and Retirement Specialist, speaking about the Cape Cod real estate market. Chris also shares information on the challenges facing Baby Boomers as they approach retirement. Lastly, Chris talks about his upcoming seminar: Retirement Readiness. In this seminar, attendees will learn about predicting retirement needs, figuring monthly expenses, and the role of inflation and taxation in retirement planning.

Check out this episode

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Investment Design & Retirement Planning – New Venue

Speaker:

J. Christopher Boyd, CFP®, CASL®, Chief Investment Officer of Asset Management Resources, LLC and host of the financial talk show, “Something More with Chris Boyd” heard on WXTK 95.1 FM.  Mr. Boyd has been assisting his clients in matters of financial planning, investment services advice and portfolio management, for over 15 years. He strives to provide clients with information, products and/or advice that will best help them to achieve lasting financial security. He specializes in planning for retirement and planning while in retirement.

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George Fisher Market Commentary

Is the Glass half-full or half empty?

Those who think it is half full refer to the following trends and fundamentals: Bullish: Easy global monetary policies; Improving corporate earnings outlook; Improving economic indicators; Favorable P/E ratios; Substantial corporate cash levels; Improvements in the economies of Europe and Asia.

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