NOVEMBER 2013

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NOVEMBER 2013 MONTHLY SUMMARY

The November markets gave us much to be thankful for.  Stocks were up around 3% for the month with the Dow Jones Industrial and S&P 500 indices both hitting new all-time highs.  As the portfolio barometer indicates, 2013 has been a very good year for stock investors.  Bonds continue to be treading water as rates […]

December 4, 2013

OCTOBER 2013

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OCTOBER 2013 MONTHLY SUMMARY

October was unusually cooperative this year. As we expected, the government went back into “normal operation” and the debt ceiling issue was temporarily addressed (at least until February 2014). With this news, the markets were able to focus on corporate earnings again, which came in at all-time highs. As a result, the S&P 500 was […]

November 13, 2013

AUGUST 2013

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AUGUST 2013 MONTHLY SUMMARY

Most investors must have heeded my advice last month to enjoy the rest of the summer. August was the second lowest volume month in the last five years, so there wasn’t much trading going on. The stock market was weak in August primarily due to the concerns brought on by Syria in the Middle East. […]

September 9, 2013

JULY 2013

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JULY 2013 MONTHLY SUMMARY

Stocks recovered from the losses in June as the S&P 500 was up nearly 5% in July.  Both the Dow Jones and S&P 500 hit all-time highs last month, but (unlike 2000 and 2007) we have higher corporate earnings to help justify the growth.  Bond investments did not bounce back as interest rates continued to […]

August 6, 2013