Entries tagged "investments"
Market Update Conference Call
Special Alert
Market Update Conference Call
No RSVP Required
Monday, May 21 @ 6pm EST
Dial In Number: (610) 214-0000
Access Code: 596674#
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moreMarket Outlook - April 2012
The bond market is back at it again and producing pretty stellar returns. For the last 4 years, many bond sectors (specifically High Yield/Income and Emerging Markets Income) have enjoyed equity like returns enjoying their best years since inception. While there was a brief pause late last year, bonds recovered...
moreMarket Outlook - January 2012
As we close the books on 2011, plenty of unanswered questions are left regarding the U.S. and European economies. While some progress was made, the grey clouds still linger and the future is fairly unknown.
The U.S. economy has shown signs of life periodically and the talks of double dip recession...
moreFinancial Truth Video
I want to share the below video which highlights some very interesting financial stats in America.
Matthew B. Brock, CFP®
Senior Partner, Owner
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moreMarket Outlook - December 2011
As we come to a close of another year and the dust has settled a bit, let’s take a look back and recap what transpired. This year can be summed up with one word: VOLATILE. I have written quite a bit about volatility this year because triple digit swings in...
moreMarket Volatility Conference Call
We will take your questions regarding the current state of the volatile market. Put it in your calendar now!
Tuesday, October 18th at 6:30pm EST
No RSVP Required. Just Dial In!
Conference Dial-in Number: (610) 214-0000
Participant Access Code: 596674#
...
moreMarket Outlook - September 2011
Are we headed back to 2008? This is a question on many people’s minds. While the markets have been on quite a bumpy ride over the past few months, there are several reasons why I don't think we are headed for as severe a downturn as 2008. The markets are trying...
moreThe Market Playground
Let me preface this by saying that I am basing this post on nothing more than what I can logically determine through my own observations so take it for what it’s worth. The swings in the market that we have seen lately are....well crazy. Not just the daily swings either. The...
moreMarket Outlook - August 2011
What direction are we headed in?
Unfortunately the answer cannot be obtained by using a GPS Navigation System. With all the uncertainty surrounding the debt ceiling and potential U.S. Government Debt downgrade, panic has crept back into the markets and we are seeing volatility similar to the way we did in...
moreMarket Outlook - July 2011
What is the new flavor of the month? It is funny how the market works. What used to be a very popular and often talked about investment fell out of favor in 2009, 2010 and the first few months of 2011. I am talking about dividend paying investments, or what...
moreMarket Outlook - June 2011
Bonds, Bonds and more Bonds. I am being posed the following question quite often in meetings and in everyday conversations with investors: “Why bother investing a large chunk of my portfolio in equities and risk losing 30% of in a year, when some bonds and bond mutual funds are returning...
moreSocially Responsible Investing Defined
For years financial advisors and stockbrokers have attempted to convince investors that socially
responsible investing (SRI) “guarantees” lower returns than traditional asset allocation. In many cases, even investors assume returns in socially responsible companies trail all other investments. In 2007 the Dow Jones Sustainability Index actually beat the S&P 500 Index...
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