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Monday, 01 Sep 2014

FAM Investment Review & Outlook

At FAM Corp., we provide clients with regular commentary on the markets, current economic conditions and how they affect our clients' portfolios. Here are some of our most recent reports:

 

Quarterly Investment Review & Outlook
1st Quarter 2014 - The U.S. stock market reported very modest gains in the first quarter of the year, and it was actually uncertain until the final trading day whether the quarterly returns would be slightly positive or negative. In the end, the Wilshire 5000 index--the broadest measure of U.S. stocks and bonds--rose 2.04% in the first three months of the year.

 

Quarterly Investment Review & Outlook
4th Quarter 2013 - The U.S. stock market punctuated an extraordinary year with gains on the last trading day, moving many of the American indexes to record highs on the final trading day for only the sixth time in history.

 

Quarterly Investment Review & Outlook
3rd Quarter 2013 - The third quarter ended with the threat of a government shutdown virtually guaranteed that the investment markets would close out the third quarter with a whimper rather than a bang.

 

Quarterly Investment Review & Outlook
2nd Quarter 2013 - It appears that the smooth sailing of the first quarter ended and volatility has returned to the investment markets. The widely-quoted S&P 500 index of large company stocks gained 2.36% for the quarter and is up 12.63% since January 1.

 

Quarterly Investment Review & Outlook
1st Quarter 2013 - In the first quarter of 2013, the U.S. equity markets continued the rally from last year. What the 2nd Quarter brings us is unknown, but we do expect a pullback from the current record levels.

 

Quarterly Investment Review & Outlook
4th Quarter 2012 - A Year of Anxiety(And Excellent Returns) Many of you will be surprised to discover that 2012 was a very good year to be an investor.It is helpful to remember that the year started off with dire predictions and a lot of uncertainty about the prospects for the U.S. and global economies.

 

Quarterly Investment Review & Outlook
3rd Quarter 2012 - In the first two months of 2012, the U.S. stock market was recording excitingly positive returns. The U.S. economy seemed to be back on track and there was talk that the Eurocrisis was finally behind us. Even the pullback in March left the markets in positive territory.

 

Quarterly Investment Review & Outlook
2nd Quarter 2012 - The first half of 2012 was a strange and somewhat harrowing experience for the markets. The first four months of the year saw U.S. stocks zoom upward by almost 10 percentage points, building on one of the best January performances in history.

 

Quarterly Investment Review & Outlook:
1st Quarter 2012 - Who could possibly have guessed? After all the discussion in the press about the long economic slowdown, last year's downgrade of American sovereign debt, talk of double-dip recessions and looming crises in Europe and China, the U.S. investment markets turned around and, in the first three months of this year, posted the best first-quarter returns in 14 years.

 

Quarterly Investment Review & Outlook:
4th Quarter 2011 - A Turbulent Year in Review: One of the most interesting things about investing is the long-term disconnect between world events and the behavior of investment markets.

 

Quarterly Investment Review & Outlook:
3rd Quarter 2011 -
Gloom, Doom and the Hidden Rays of Hope - By any reasonable measure, the past three months have been among the gloomiest fiscal quarters on record for the investment markets.

 

A Few Thoughts On the Debt Crisis
Scott M. Kahan, CFP®, posted a letter to clients on The FAM Website to explain the debt crisis. How did we get here, what will happen and what should I do are the questions people are asking.

 

Quarterly Investment Review & Outlook:
2nd Quarter 2011 - Momentum that carried stocks higher through the first four months of the year fizzled in May as investors became increasingly concerned about a slowing economy and European debt problems.

 

Quarterly Investment Review & Outlook:
1st Quarter 2011
- Stocks continued to climb in the first quarter, with domestic equities posting returns ranging from roughly 6% to 8% depending on the asset class (smaller-caps generally beat larger-caps), while high-quality bonds were roughly flat.

 

Quarterly Investment Review & Outlook:
4th Quarter 2010
- A strong fourth quarter rally turned an okay year for stocks into a very good one, but overall economic growth still remains sluggish.

 

Summary: Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010
Provided by the Financial Planning Association, this is a summary of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010. This legislation, negotiated by the White House and select members of the House and Senate, provides for a short-term extension of tax cuts made in 2001. It also addresses the Alternative Minimum Tax (AMT) and Estate, Gift and Generation-skipping Transfer taxes.

 

Quarterly Investment Review & Outlook
3rd Quarter 2010
- The stock market continues its roller coaster ride in the third quarter.

 

Quarterly Investment Review & Outlook
2nd Quarter 2010 - Global economy will continue to affect the markets.

 

Market Volatility May 2010
Scott M. Kahan, CFP®, sent a letter to clients on May 21, 2010, to help ease fears after a number of weeks of market volatility.

 

Quarterly Investment Review & Outlook
1st Quarter 2010 - Strong returns leave investors room to feel good.

 


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