Around The World In 90 Days (Apr 11, 2011)

No forecast for 2011 came close to the events unfolding in just the first quarter. Tensions in Tunisia unleashed widespread social unrest throughout North Africa and the Middle East, with ongoing conflict and military action. Catastrophic natural disasters in Japan shifted the earth’s axis and left the world on the edge of a possible nuclear disaster. Coupled with a worsening debt crisis in Europe, you might be surprised by the fact that world markets managed to post positive investment performance.

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Investor Holiday Cheer (Jan 11, 2011)

What amounted to be a choppy year fortunately finished with investor holiday cheer. Investment markets posted positive across-the-board returns among equities, bonds, real estate and commodities, rewarding those who held confidence throughout a number of challenges such as the BP oil spill, the May 6th Flash Crash, a mortgage foreclosure debacle, political turmoil and the continuing European debt crisis. All in all, a second year of recovery has further strengthened the economy and allowed many investors to regain financial stability, offering a strong start and outlook as we move into 2011.

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A Tug Of War In The Markets (Oct 7, 2010)

After a difficult start, the third quarter ended with a red-hot rally, bringing a much needed ‘Indian Summer’ effect to the markets. Equities significantly outpaced bonds for the month of September. This was an anomaly as September is one of the worst performing months by historical standards, and a reminder of how trying to time the markets based on trends can easily backfire. Year-to-date, bonds remain primary contributors to bottom line returns as the economy desperately tries to regain recovery momentum.

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Stimulus Spending At Home, Austerity Measures In Europe (Jul 13, 2010)

The months of May and June cast grey clouds over the markets. The Greek debt crisis and the coinciding May 6th “flash crash” quickly erased early 2010 market gains. Ensuring debt contagion fears swathed much further than the so-called “PIIGS” (Portugal, Italy, Ireland, Greece and Spain). The effects put broad government debt burdens under scrutiny, brought future economic recovery into question, and ultimately forced equity markets into negative territory for the year.

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Steady And Strong (Apr 14, 2010)

World equity markets started the year with gusto carried over from 2009, but were quickly set back when the Greek debt crisis surfaced. Investors are still trying to determine the short and long-term impacts of mounting Greek debt and around the world. These concerns did not prove significant enough to halt the recovery process. The balance of the quarter offered steady, strong results that brought domestic equities back into positive territory and allowed international equities to end the quarter essentially flat.

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