Market Notes April 17th 2009

For a printer friendly version click here.   A month ago we said that investor sentiment was shifting to a positive outlook and that we believed we had likely seen the market bottom. The economic data were showing signs of a slowing decline and perhaps a bottoming. We talked of and expected a potential market
Read more

Market Notes April 7th 2009

Click here for a printer friendly version   The corporate earnings season got underway today with Alcoa reporting losses greater than what analysts estimated. Lowe fs has been looking to corporate earnings as one indicator of the overall ability of the market to sustain the recent rally or create downward pressure and a pull back
Read more

Market Notes March 25th 2009

Click here for a printer friendly version Unexpectedly Good Economic News & Treasury Plan Leads to Brighter Outlook This commentary is one of the most optimistic we have written in a year and a half. As you read this, please keep it in perspective that any recovery will be a long process and that we
Read more

Let’s Talk Recovery and Moving Forward March 2nd 2009

Click here for a printer friendly version   On a day when the markets sunk to their lowest levels in 11 years (source: Yahoo Finance) can we find any reason to be optimistic? We are going to try. For much of the last year we have focused on the immediate economic and market crisis, and
Read more

Market Notes 2.27.09

Click here for a printer friendly version There is a tug of war going on between “bottom fishers” seeking to buy stocks at low prices and unnerved investors who are waiting for an opportunity to sell out of the market. We believe we are seeing buyers come into the markets seeking value thus driving up
Read more

Market Notes 2.20.09

Click here for a printer friendly version Tax Data Update from Royal Alliance and Fidelity As we have previously mentioned, the IRS granted an extension to all investment companies for sending 1099 forms. While some of our clients have received their 1099 forms other have not. Both Royal Alliance and Fidelity appear to have taken
Read more

Market Notes Feb 6, 2009

Isn’t amazing how numb we simply are now to 2% or more daily swings in the markets? As we enter February, we are experiencing the barrage of bad economic news that we expected. The market today is reacting to hopes that the stimulus will pass. At the same time the U.S. economy lost 598,000 jobs
Read more