Quarterly Market Review 2012-Q1
For those interested in more detailed information about capital markets we are proud to feature our Quarterly Market Review for the 1st quarter of 2012. This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter...
Read MoreWhere’s the Party?
The surge in stock prices around the world in the first quarter serves as a reminder that predicting market trends can be a frustrating business. Six months ago, the outlook for stock prices appeared to be fading from grim to grimmer: Congressional leaders were wrangling unsuccessfully to craft a deficit reduction plan, Standard & Poor’s had removed its AAA rating on US Treasury obligations, and Greece appeared one step away from defaulting on its debt. Yet just when many investors least...
Read MoreBrokers vs. Fiduciaries
In the ongoing debate about the fiduciary standard, it continues to be difficult explaining to the public just what fiduciary is and means, and how there’s a difference between brokers who sell products and fiduciaries who give advice. In a recent video, Elliot S. Weissbluth, the CEO of HighTower, illustrates the point by comparing butchers who sell meat to dieticians who give advice about what to eat; you wouldn’t expect your butcher to give objective dietary advice, and by...
Read MoreThe 10 Coverages Most People Overlook
There many circumstances that could be financially devastating to you and your family’s financial well-being. For example, in the event of a fire, theft, law suit, or natural disaster you would want to recover your losses and remain financially secure. Statistics show that 51% of insurance claims are not covered because of changes in life events and the subsequent failure to review outstanding insurance protection. With that in mind, the following are the most common coverage’s people...
Read MoreA Holistic Approach to Wealth Management
Wealth management is not a new term. Most people have heard about this concept but are unclear what exactly it encompasses. So we ask, “What separates a wealth manager from an investment advisor?” If you’re unsure how to answer this then you are certainly not alone. In fact, a recent study by leading consulting firm, CEG Worldwide, concluded that out of almost 2,100 so-called wealth management firms across the country only 7% were truly engaging in actual wealth management. The rest were...
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