by | | Formation, Foundation, Freedom, Market Commentary
3rd Qtr Review Market volatility increased significantly in the 3rd quarter as the news came out about Ebola, European markets slowing, and ISIS becoming a threat in the Middle East. Most major indices were down during the quarter led lower by small caps and...
by | | Formation, Foundation, Freedom, Market Commentary
4th Qtr and 2012 Overview 2012 was a year that was full of uncertainty from elections, policy, geo-political conflicts, major fiscal problems in Europe, fiscal cliffs in the U.S. and for some people even the thought that the end of the world was coming. But despite...
by | | Formation, Foundation, Freedom, Market Commentary
On paper things looked great for the markets as we wrapped up the 3rd quarter. The S&P 500 was up 6.35%, foreign markets as measured by the MSCI EAFE rebounded and were up 6.92% and emerging markets were up 6.97%. Even the bond market had a decent...
by | | Formation, Foundation, Freedom, Market Commentary
The S&P 500 attempted to break above its high of May 2011 last week and was briefly trading at multi-year highs. That May 2011 high which is around 1370 for the S&P 500 (red horizontal line in chart) is a very important resistance area. In technical...
by | | Formation, Foundation, Freedom, Market Commentary
Looking Ahead to 2012 Happy New Year! And this will be about as cheery as we will be as we take a moment to take a quick look at investing in 2011 and more importantly in 2012. 2011 proved to be another challenging year as economies, plagued by debt, continued stress...
