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Monthly Commentary

MARKET MONTH: OCTOBER 2014

By on November 3, 2014 in Monthly Commentary with 0 Comments

The Markets October lived up to its reputation for volatility as triple-digit intraday swings in the Dow became almost commonplace. Despite being spooked for much of the month–at one point the S&P 500 was down almost 8% from its most recent high–both the S&P and the Dow industrials rallied strongly to end the month at […]

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Cartoon: Personal Financial Disorder

By on September 11, 2014 in Monthly Commentary with 0 Comments
Cartoon: Personal Financial Disorder

MARKET MONTH: AUGUST 2014

By on September 3, 2014 in Monthly Commentary with 0 Comments

The Markets Investors regained an appetite for risk in August, seeming to focus on generally encouraging Q2 economic data and corporate earnings reports rather than tensions overseas. The optimism took the S&P over 2,000 for the first time and gave the index its 32nd record close of 2014. Both the Dow industrials and the small […]

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MARKET MONTH: JULY 2014

By on August 1, 2014 in Monthly Commentary with 0 Comments

The Markets Encouraging economic news, generally positive Q2 corporate earnings reports, and stable Federal Reserve policy had to battle multiple geopolitical conflicts for investor attention. Both the S&P 500 and Dow industrials managed to set fresh all-time highs early in July, but the S&P managed to follow through to additional records while the Dow slipped […]

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April 2014 – Month in Review

April 2014 Market Month

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MARKET MONTH: APRIL 2014

By on May 2, 2014 in Monthly Commentary with 0 Comments

The Markets The rotation out of momentum stocks that began in early March continued in April, hitting many of the tech and biotech high-fliers that had soared earlier in the year. That cost the Nasdaq and Russell 2000 dearly, leaving both with negative year-to-date returns. The Russell ended the month down 6.7% from its early […]

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MARKET MONTH: NOVEMBER 2013

By on December 2, 2013 in Monthly Commentary with 0 Comments

The Markets Sprint to the finish: As economic data delayed by the federal government shutdown began to trickle in and the Fed continued to hold off on tapering, investors continued to drive equities to record levels. The Dow industrials hit 12 new all-time closing highs during the month, which helped push the index above 16,000. […]

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October 2013 Market Commentary

By on October 10, 2013 in Monthly Commentary with 0 Comments

It is understandable why clients may be feeling uneasy with the prospects of their portfolio given the level of unproductive rhetoric coming out of Washington in recent days.  Today, I have watched both the President and the House leaders hold press conferences which seem to do little to move toward any real  resolution of this impasse. Even […]

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Quarterly Market Review Video – April through June 2013

By on July 12, 2013 in Monthly Commentary, Video with 0 Comments

MARKET REVIEW Would you like a better understanding of what’s been happening in the markets lately? Whether it’s the stock markets, bonds, the economy, or the Federal Reserve, there have been many moving parts to watch for when considering your portfolio this past quarter and in the future. Join the investment advisors of AMR for […]

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George Fisher’s June Market Commentary

By on June 12, 2013 in Monthly Commentary with 0 Comments
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 […]

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