Monthly Archives: December 2010

Markets Erase Post-election Gains

More info…This past week the markets took a bit of a breather fromtheir upward march following the mid-term elections. Congressional debate over the prior administrations tax reductions has yet to start as the new Congress settles in so there was … Continue reading

Posted in High Net Worth, Money Management, Wealth Management, Wealth Manager | Leave a comment

Roller Coaster Dollar and Earnings Drive Markets

More info…Markets reacted to company earnings, global currency discussions and the G20 meeting approaching. TheS&P 500 started the week at 1176.19 and ended up 0.59% at 1183.08. Monday, the Dow Jones Industrial Average gained 80.91 points with Citigroup adding5.6% on … Continue reading

Posted in High Net Worth, Money Management, Wealth Management, Wealth Manager | Leave a comment

Active Week for Financials – Quiet Week for Broader Markets

More info…As Washington continues to try to iron out details on how to address the expiration of the Bush-era tax reductions, markets remain directionless. S&P500 resistance also did nothelp from a technical perspective. To begin theweek, the markets gave up … Continue reading

Posted in High Net Worth, Money Management, Wealth Management, Wealth Manager | Leave a comment

Markets Erase Post-election Gains

More info…This past week the markets took a bit of a breather fromtheir upward march following the mid-term elections. Congressional debate over the prior administrations tax reductions has yet to start as the new Congress settles in so there was … Continue reading

Posted in High Net Worth, Money Management, Wealth Management, Wealth Manager | Leave a comment

Two Personalities for Dow This Week

More info…Better than expectedUS retail sales in theauto and on-line retailersMonday morning were expected to keep the market strong, but after a solid morning the market closed flat. One outlier was Ford which gained 70 cents or 4.3% on news … Continue reading

Posted in High Net Worth, Money Management, Wealth Management, Wealth Manager | Leave a comment

ETFs or Mutual Funds?

More info…We are experiencing more and more clients asking us about ETFs ( Exchange Traded funds). This is a relatively new investment product that has been headlined in the financial news recently.What is an ETF and how does it differ … Continue reading

Posted in High Net Worth, Money Management, Wealth Management, Wealth Manager | Leave a comment

ETFs or Mutual Funds?

More info…We are experiencing more and more clients asking us about ETFs ( Exchange Traded funds). This is a relatively new investment product that has been headlined in the financial news recently.What is an ETF and how does it differ … Continue reading

Posted in High Net Worth, Money Management, Wealth Management, Wealth Manager | Leave a comment

Active Week for Financials – Quiet Week for Broader Markets

More info…As Washington continues to try to iron out details on how to address the expiration of the Bush-era tax reductions, markets remain directionless. S&P500 resistance also did nothelp from a technical perspective. To begin theweek, the markets gave up … Continue reading

Posted in High Net Worth, Money Management, Wealth Management, Wealth Manager | Leave a comment

Waiting for Elections and Federal Reserve

More info…The market started the week almost hitting a six month high as earnings chugged on but the news for the US dollar was not as good, hitting a 15-year low againstthe yen on Monday. Material and industrial stocks led … Continue reading

Posted in High Net Worth, Money Management, Wealth Management, Wealth Manager | Leave a comment

Waiting for Elections and Federal Reserve

More info…The market started the week almost hitting a six month high as earnings chugged on but the news for the US dollar was not as good, hitting a 15-year low againstthe yen on Monday. Material and industrial stocks led … Continue reading

Posted in High Net Worth, Money Management, Wealth Management, Wealth Manager | Leave a comment