Markets & Research (login required)
Posted
Title
08/20/10
"Russell Investments - Economic Dashboard Update - July 31, 2010" - Russell Investments provides an update to the economic climate with August economic data.
02/22/10
"Russell Investments - Economic Dashboard Update - January 31, 2010" - Russell Investments provides their economic summary for review.
12/09/09
"Inflation?" - With all the talk about our exploding money supply, it's an easy conclusion to assume that inflation is right around the corner. We've experienced a significant growth in money supply, but where did all that cash land? Take a read and find out.
11/20/09
"Did the buy and hold philosophy work?" - Fidelity provides a short insight on the buy and hold investor through the crisis of 2008 and how they may have done compared to those who got out when the crisis started. Fidelity examines the flow of funds to provide a unique look at the timing (or ill-timed) decisions of some investors.
10/27/09
"Fidelity - 3Q Commentary. Graphs and More Graphs." - Fidelity's Market Research and Education (MARE) releases their third quarter economic commentary and update. For those who love graphs, dig in. Client login is required.
10/22/09
"JP Morgan Commentary - Consumer's Role in Economic Recovery" - JP Morgan provides insight concerning the consumer's role in an economic recovery. Is the consumer the critical element to this recovery? Is it different this time compared to other recessions? They review the 'myth' concerning the level of consumerism needed for a proper economic recovery.
09/08/09
"JP Morgan Commentary - US Debt Commentary" - David Kelly from JP Morgan provides commentary concerning the US debt levels and future economic activity. This summary provides key insight concerning many of the questions we all have regarding the US dollar, debt, and GDP growth. Login is required.
02/20/09
"After the turn, the early bird got the worm." - When markets finally turn around, what percentage of the recovery is recouped within certain time periods? In this climate, it's certainly tough to imagine that a 45% return is possible within 12 months of the turn. Fidelity provides this commentary.
02/12/09
"Bear Necessities" - How does this bear market stack up against those of the past? Fidelity examines past bear markets and provides a simple summary of the performance of bear markets following attaining a market bottom. Recoveries can and do take place - what are the results?
02/02/09
"Gifting. It's not always a pretty package" - The process of gifting isn't as simple as you would think. Tax considerations are a major discussion when gifting is done. As your estate plans are taken into consideration, lifetime gifting can provide useful benefits for you and your beneficiaries.
01/20/09
"Rothing the IRA" - With 2010 approaching, how can all individuals benefit using the Roth IRA as a wealth accumulation and wealth transfer vehicle? This is an in-depth discussion of the Roth IRA conversion process.
Newsletters
Posted
Title
Video Commentary
12/19/10
04/20/10
04/03/10
12/20/09
05/09/09
03/15/09
03/14/09
03/01/09
02/28/09
Commentary and Opinion
Posted
Title
11/28/11
"Economic Dashboard Update - October Data, 2011" - Russell Investments provides a look at the economic activity for the past few months. This piece provides insight concerning macro-economic forces and their respective trends. This provides details concerning both lagging and leading economic indicators for your review.
09/25/11
"Economic Dashboard Update - August Data, 2011" - Russell Investments provides a look at the economic activity for the past few months. This piece provides insight concerning macro-economic forces and their respective trends. This provides details concerning both lagging and leading economic indicators for your review.
03/09/11
"Oil and the Economy" - JP Morgan provides an excellent summary of the forces of supply and demand as it relates to the oil market. With the economic unrest happening in the middle east, it's not a great time to be a dictator. This summary provides a key summary of the relationship between the price of oil and the potential for inflation.
03/09/11
"Retirement Planning using Trusts" - Trusts are a useful part of the financial lives of our clients. How would an individual properly structure a trust in order to provide maximum protection and income during the life of a beneficiary? Trusts are an excellent tool, with many of the benefits overlooked and underestimated in the retirement planning process.
03/02/11
"Economic Dashboard Update - February, 2011" - Russell Investments provides a look at the economic activity for the past quarter. This piece provides insight concerning macro-economic forces and their respective trends. This provides details concerning both lagging and leading economic indicators for your review.
03/01/11
"Libya - is it a risk for our own economic recovery?" - Fidelity's Market Analysis Research and Education provides a summary of the geo-political situation in Libya and their opinion on whether or not it is sufficient to derail any economic recovery for our country.
11/04/10
"What If?" - The Bush tax cuts are set to expire at the end of 2010. What if they do expire? What are the implications of a pre-2001 tax regime assuming things revert back to the higher tax system? This piece from Russell Investments addresses the probability and result of each possible outcome.
11/02/10
"The Messy Middle" - Any period of transition is messy. This one is no different as we begin to emerge from a sluggish period of economic growth back to something more sustainable and consistent. Our commentary addresses how we see the fundamentals of our market system as it stands today.
10/30/10
"Goldilocks or Gridlock?" - Now that the elections are over what are the market implications of a potentially gridlocked Congress? Has it been a good thing, something bad, or a non-event? Fidelity provides a summary of the historical returns of the markets during different Congressional periods.
10/25/10
"Economic Dashboard Update - October, 2010" - Russell Investments provides a clear look at economic indicators updated through the third quarter. Are things actually improving? This piece looks at all the fundamental aspects of our economy using both lagging and leading economic indicators.
09/14/10
"The next ten are more important than the last ten." - Even though the equity investor has been disappointed over the past ten years, does it mean that the next ten will be just as bad? Old Mission Investment Company examines the result of several 'low return' decades for equity investors, with the returns following those periods. The next ten years are more important than the last ten years.
09/10/10
"Bear for Bonds." - The bond market has enjoyed a great three year run. With above average returns for bond investors, and record low interest rates, at what point will things change for the bond investor? Old Mission takes a short look at how the recent history and risk within the bond market can be evaluated.
05/01/10
"Taking a Breather" - The markets have been on a tear. With high returns from both equities and fixed income, it should lead investors to question when things will temporarily change course. This piece is written just to say 'take a breather' and prepare for short-term corrections to enter the picture during periods of long-term growth.
01/04/10
"'Average' is Good Again" - Just imagine if 'average' returns were to come back into vogue for market investors. You would see lower volatility, more consistent returns from asset classes, and happier investors. The shortened 'boom to bust' cycles aren't necessarily the norm, and we don't see this ugly cycle repeating every decade ad infinitum.
09/15/09
"Beneficiaries and Taxation" - The assumption is that unless you have millions, your beneficiaries aren't subject to taxation once you pass away. This isn't always the case. We present a simple explanation of the 'how's and why's' behind the complicated maze of the taxation of your financial assets once they pass to beneficiaries.

