Market Commentary: Week Ending 03-02-12

For the most part, global markets posted very modest gains for the week. Yet again, the big market driving news of the week came from a central bank. This week it was the European Central Bank (ECB) and their most recent lifeline to the banks in Europe. On Wednesday we awoke to the news that [...]

March 5th, 2012|

Market Commentary: Week Ending 02-24-12

Global markets put in a mild week.  The news of the week was gas prices.  If you have not filled up lately, you’re in for a shocker.   This week also saw the beginning of our fearless leaders already blaming those darn speculators for driving up the cost of black gold. higher upon hearing I [...]

February 27th, 2012|

Market Commentary: Week Ending 02-17-12

Global markets were jostled around and settle into gains for the week. The driver this past week was the same as it has been in the past few weeks, and that is the ongoing hope/rumors that Europe is getting its arms around the most immediate problem child - Greece. Recall that not too many days [...]

February 20th, 2012|

KS Tax Credit and Investment Opportunity

Unhappy with your 2011 tax bill?  Tax credits can be extremely beneficial to taxpayers who are phased-out of other potential deductions due to their income level.  Tax credits are also more beneficial than tax deductions because a credit lowers your tax bill dollar for dollar; a deduction lowers your taxable income, meaning it’s value depends [...]

February 15th, 2012|

Market Commentary: Week Ending 02-10-12

Global markets were flat to lower on the week. Going into Friday, the markets were sitting on minor gains. However, Friday erased any gains for the week, and then some. The reversal of good fortune in the markets mostly had to do with the ongoing drama in Greece, as well as weaker than expected consumer [...]

February 13th, 2012|

Top 3 Investment Myths

When talking to potential clients about my investment strategy, it’s common to hear a lot of the same arguments for the ‘buy and hold’ strategy that their current investment advisor is utilizing.  Below are the top 3 “investment myths” I hear the big investment advisory firms telling their clients: 1.  Your portfolio will be just [...]

February 10th, 2012|

Market Commentary: Week Ending 02-03-12

The Global stock markets fared well for the week and were finished off with a non-farms payroll report on Friday that was, frankly, unbelievable – literally, unbelievable. Many economists do not rely too much on the Bureau of Labor statistics (BLS) data for a plethora of reasons such as: BLS is a government entity and [...]

February 6th, 2012|

Market Commentary: Week Ending 01-27-12

The big news this past week was the Fed’s statement on Wednesday that they would maintain “exceptionally low rates through at least late 2014.” In layman’s terms, this means the Fed will be printing money to purchase treasury bonds to keep interest rates down.  Keep in mind that interest rates are not supposed to be [...]

February 3rd, 2012|

Market Commentary: Week Ending 01-20-12

This past week was kicked-off on Tuesday with news that China's economy is slowing.  Normally, news that China's high-growth economy is slowing would precipitate a sell-off in stocks.  But, this past week the slowdown news also came with suspicion that a China slowdown would usher in more intervention to stimulate the Chinese economy.  Intervention, stimulus, [...]

January 23rd, 2012|

Market Commentary: Week Ending 01-13-12

While the markets were up for the week, we saw the return of Europe in the crosshairs of the rating agencies as many countries received downgrades after the markets closed Friday.  Of equally high concern is the rapidly deteriorating situation with Iran.  It appears that something bad is brewing there.  Consider that a second aircraft [...]

January 18th, 2012|