John will be speaking on behalf of the Financial Planning Association (FPA) on the topic of “Financial Goals for Financial Success” from 10:40-11:40 a.m. at Donnelly College (608 N 18th St, Kansas City, KS 66102). His presentation will help you: Evaluate your wants versus needs, develop a routine for making every day money decisions, and [...]
Global markets put in another solid week after what appeared to be positive jobs and unemployment numbers. While the market often gets a kick (up or down) from the jobs and employment numbers, like most government produced statistics, they are often excessively massaged. I will be the first to admit I am very suspicious of government produced statistics, and for good reason.
Total Returns % 1 Week YTD Dow Jones Industrial Average +3.05% +5.55% NASDAQ Composite +3.76% +3.40% S&P 500 Index +2.70% +4.47% Russell 2000 +3.67% +5.13% U.S. Aggregate Bond Index -0.63% -0.47% MSCI All Country World +2.53% +2.05% Source: Yahoo! Finance. Data through 3-25-11 Global markets enjoyed a bounce-back week after a couple ugly weeks. However, [...]
Total Returns % 1 Week YTD Dow Jones Industrial Average -1.03% +4.03% NASDAQ Composite -2.48% +2.36% S&P 500 Index -1.28% +3.71% Russell 2000 -2.69% +2.45% U.S. Aggregate Bond Index +0.58% -0.11% MSCI All Country World -2.18% +1.79% Source: Yahoo! Finance. Data through 3-11-11 This past week was bad across the board for global markets. In [...]
There are many approaches to gaining exposure to an investment area of interest. A common, often over-looked or under-utilized approach is through the backdoor. As an example, people that want to ride the Apple computer company tidal wave could invest in the companies that supply the “guts” of Apple’s products. Or, investors that want exposure [...]
Total Returns % www.humanesocietyofknoxcounty.org/2013/ 1 Week YTD Dow Jones Industrial Average -2.10% +4.78% NASDAQ Composite -1.87% +4.83% S&P 500 Index -1.72% +4.95% Russell 2000 -1.54% +4.89% U.S. Aggregate Bond Index +0.73% -0.28% MSCI All Country World -1.71% +3.40% Source: Yahoo! Finance. Data through 2-25-11 As I’m sure many of you were too, I was definitely [...]
Global markets put in another solid week of gains. However, emerging markets are still struggling with rising food prices and inflation controls.
Global markets held up well this past week in the face of the whirlwind in Egypt, and continued inflationary pressures in China and other emerging markets.
Total Returns % 1 Week YTD Dow Jones Industrial Average +2.27% +4.45% NASDAQ Composite +3.07% +4.39% S&P 500 Index +2.71% +4.23% Russell 2000 +3.19% +2.10% U.S. Aggregate Bond Index -1.51% -1.41% MSCI All Country World +2.95% +2.99% Source: Yahoo! Finance. Data through 2-4-11 Global markets rebounded last week in spite of the unrest in Egypt. [...]
This blog is part of a larger white paper we've recently published titled: Opportunities and Risks in 2011. Click on that title to read the full version. As always, I won’t make any predictions for the coming year as the value in precise market predictions – such as what the S&P will end the year at, [...]