NOVEMBER 2014

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NOVEMBER 2014 MONTHLY SUMMARY

Investors were blessed with another strong month as the S&P 500 was up 2 ½% in November.  Interest rates appear to have shrugged off any ill-effects from the termination of QE.  For the most part, November was […]

December 5, 2014

OCTOBER 2014

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OCTOBER 2014 MONTHLY SUMMARY

The autumn months played their traditional roles again this year, as September was a down month for stocks and October appeared to be even worse.  The S&P 500 managed to bottom out after losing 5% in October alone, […]

November 11, 2014

AUGUST 2014

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AUGUST 2014 MONTHLY SUMMARY

August was another strong month for investors and shook off the jitters that made a brief appearance at the end of July.  The S&P 500 was up nearly 4% for the month as it closed above 2,000 for the very first time while the Dow Jones Industrial reclaimed the 17,000 mark.  As the barometer shows, […]

September 10, 2014

JULY 2014

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JULY 2014 MONTHLY SUMMARY

July started with a bang, but a huge drop on the last day of the month changed all of that.  The promising start of the month for stocks ended up with a loss of around 1.5% as measured by the S&P 500.  The Dow Jones Industrial essentially lost all of its 2014 gains in the […]

August 8, 2014

MAY 2014

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MAY 2014 MONTHLY SUMMARY

As the cold weather finally gave way to more seasonal temperatures, stock investors should also be happy with their accounts as the S&P 500 Composite was up 2% in May. Both the Dow and S&P indices hit new all-time highs.  Treasury rates were down for the month, so most bond investors made money as well.  […]

June 11, 2014

APRIL 2014

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APRIL 2014 MONTHLY SUMMARY

It was an interesting month for investors as we saw the first half of April act negatively, then reverse course in the second half.  The NASDAQ Composite ended the month down 2% (recovering from a 5% intra-month drop) while the S&P 500 managed a slight gain.  Russia and Ukraine took the spotlight for most of […]

May 8, 2014

FEBRUARY 2014

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FEBRUARY 2014 MONTHLY SUMMARY

February made up for the January losses as the S&P 500 was up over 4% last month, closing at an all-time high. Although some economic reports yielded weaker than expected numbers and the cold winter hindered some of the corporate earnings reports, stocks stayed resilient. As shown in the barometer below, bonds also added to […]

March 10, 2014

JANUARY 2014

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JANUARY 2014 MONTHLY SUMMARY

It was bound to happen.  With the last couple of Indiana winters being pretty mild, we were due for some record temperatures and snowfall.  Mother Nature delivered with possibly the worst Indiana winter since 1979. Stocks were also due for an unfortunate change.  The S&P 500 broke its uphill trend and finished January down nearly […]

February 7, 2014