Market Commentary: 10-7-2011

Surprisingly, we saw a positive week in the markets, though there was little volume.  The returns were surprising because of all the continued bad news coming out of Europe.  Belgium’s biggest bank, Dexia, is going to be bailed out and partly nationalized by the French and Belgium governments, Italy and Spain were both downgraded, and [...]

October 10th, 2011|

Market Commentary: 9-30-2011

Another vicious week of volatility…  I am not sure if it is worse that the market is swimming in uncertainty or that it appears the market is waiting for a catalyst to send it up or down.  When scanning the world it is hard to see where the good news will come from that will [...]

October 2nd, 2011|

Market Commentary: 9-23-2011

This past week could not have ended sooner.  The big news of the week was the Fed's announcement of the much anticipated “Operation Twist II.”  The Fed will be selling $400 billion in short-term treasuries and buying the same amount in long-term treasuries.  This left the market sour as investors were looking for more purchasing [...]

September 26th, 2011|

Market Commentary: Week Ending 9/9/11

This past week was a rocky week that ended in a sharp selloff over Thursday and Friday.  The sharp decline in global stocks was mostly precipitated by the ongoing nightmare that is Europe. One very notable event this past week was the fall of the last safe haven - the Swiss Franc.  The Swiss National [...]

September 12th, 2011|

Free Financial Advice Tuesday!

Need FREE financial advice?  I’m reserving Tuesday mornings from 9:30 - 11:30 for anyone with financial questions (investments, insurance, debt reduction, etc.).  Come meet me at Starbucks on 119th & Glenwood in Overland Park to receive a free drink and free advice!  If you'd like to ensure your spot for an exact time, please call 913.693.7918. Otherwise, feel free [...]

September 7th, 2011|

Market Commentary: Week Ending 9/2/2011

Last week was another lackluster one for the books.  The US market actually shuffled along sideways until Thursday when the Institute for Supply Management (ISM) report came out.  The ISM was not as bad as I suspected, but it was still not good with a continued increase in inventories.  Increasing inventories means slow demand.  In [...]

September 5th, 2011|

Market Commentary: Week Ending 8/26/2011

What an interesting week we had on many fronts- an earthquake and hurricane on the east coast, Buffett bailing out another bank, and Bernanke’s speech.  The first two didn’t have much bearing on those of us in the Midwest, but the effects of the second two remain to be seen as trading opens on Monday.  [...]

August 29th, 2011|

How have our clients avoided the recent stock market losses?

The markets have certainly been frightening over the past couple weeks.  As such, I have been receiving many “thank you” emails and phone calls from clients for selling before the market sell-off last Thursday.  Several of you have spoken of friends and relatives who are anxious about their current advisors strategy (and likely for good [...]

August 10th, 2011|

Market Commentary: Week Ending 8/05/2011

It was not a great week to have a baby and be an investment advisor!  Luckily, the hospital had WiFi and Fox Business on the TV.  I was able to welcome our family’s newest addition, Alexis Karen, on Tuesday.  In addition, I sold the remaining investments in my client’s portfolios as their prices dropped below [...]

August 8th, 2011|

Market Commentary: Week Ending 7/15/2011

It was almost a good week.  The market slid into Wednesday, and then got a pop from the Federal Reserve.  On Wednesday, Federal Reserve Chairman Ben Bernanke was testifying before Congress and indicated that the door on additional stimulus, via bond purchases, was still open.  The stock market briefly took off on this news, but [...]

July 18th, 2011|