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Monthly Commentary


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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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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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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First Trust commentary – “Fed Will Make Excuses about Inflation”

By on March 25, 2013 in Monthly Commentary

“Fed Will Make Excuses about Inflation” Reprinted with the permission of First Trust Brian S. Wesbury – Chief Economist, First Trust Bob Stein, CFA – Senior Economist, First Trust Date: 2/25/2013 Inflation is tame. For now. the CPI (consumer price inflation) was flat in January and is up only 1.6% from a year ago. The PPI (producer […]

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November recap by George Fisher

By on December 6, 2012 in Monthly Commentary, Uncategorized with 0 Comments

George Fisher’s Market Comments: “The markets will ignore the problems of the fiscal cliff – until they don’t”.  This is a common theme voiced by many investors.  It seems the election maintained the status quo of a divided government.  The most likely resolution to the fiscal cliff will be no resolution – or rather a […]

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Market Month: August 2012

By on September 11, 2012 in Monthly Commentary with 0 Comments

George Fisher’s Market Comments 9-1-12 The market reminds me of the TV commercial with the little old lady sitting up in her bed, clapping to darken the room. For the markets it could be “Risk On Risk Off” rather than “Clap On Clap Off”. With a “Risk On” clap, the S&P 500 advances to the […]

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