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Monthly Archives: December 2010

Current Conditions Index

 Over the past week, the LPL Financial Current Conditions Index rose to 247, near the highs of the year. The level of the CCI indicates an environment fostering growth in the economy and markets. ……


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www.mwboone.com/library/Current_Conditions_Index_12_29_10

Ending On A High Note

 The year 2010 is ending on a high note for investors. The economy has shown signs of reaccelerating from the summer soft spot, the S&P 500 has made new two-year highs returning to the level that preceded the September 2008 failure of Lehman Brothers, and the President signed into law an extension of all of the Bush tax ……

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www.mwboone.com/library/Weekly_Market_Commentary_12_28_10

Budgeting the holidays: Tips from Michael W. Boone, CFP, CFA

by NATALIE SWABY / KING 5 News
KING5.com

Posted on November 30, 2010 at 8:32 AM

From Black Friday to Cyber Monday, this year the shopping season is starting strong. For the entire weekend, the number of shoppers in stores or on Web sites nationally is up by 10 percent compared to last year according to the National Retail Federation.

Whether you’ve started holiday shopping or not, we have some spending tips from a local expert. Michael Boone, CFP, CFA is the owner of MWBoone and Associates in Bellevue. Boone specializes in financial planning, and here’s what he tells his clients.

First develop a plan. Thoughtfully put together a budget that even includes items like how much the wrapping paper and postage will cost. Second, bring that list when you shop and write down what you are paying for each item to help you stay on track.

Finally, ask yourself, are you going to pay with cash or credit cards.

Boone recommends cash.

"When you spend a credit card you leave home with the same piece of plastic you come back home with plus a lot of bags of stuff, so you actually feel richer. Research shows people feel richer when they do that," warns Boone.

Boone says if you do pay with a credit card make sure you pay that bill by January.

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A Deeper look into MWBoone and Associates

Nearly 25 years ago, Michael Boone had a vision of a new kind of wealth management firm that wasn’t tied to conflicts of interest and sales quotas—a place where non-commissioned financial planning and investment management would be ……

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 www.mwboone.com/library/MWBoone_Ledger

Rising Economic Expectations As 2010 Ends

Light trading on financial exchanges around the globe through year-end 2010 will serve as the backdrop for a number of key economic reports across the full spectrum of economic activity in the United States and abroad. Taken together, the reports will help……

 

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www.mwboone.com/library/Weekly_Economic_Commentary_12_20_10

 

Diversification Is Back

Long-term focused, strategic investors have been granted an early wish this holiday season: diversification has made a comeback. The return of the effectiveness of this important investment risk management strategy is a welcome gift as investors look toward ……

 

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www.mwboone.com/library/Weekly_Market_Commentary_12_21_10

 

A Test for The Markets’ Momentum

 Stocks have risen in 12 of the past 15 weeks, including last week’s gains, as the S&P 500 reached the highest level in more than two years. Also, Treasury bond yields have risen nearly a full percentage point to a six–month high, from 2.39% on October ……

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www.mwboone.com/library/Weekly_Market_Commentary_12_13_10

High Hopes

Each December, the U.S. government’s “data mills” — the agencies like the Bureau of Labor Statistics, the Bureau of Economic Analysis, the Bureau of the Census and the Federal Reserve Board (Fed) that crank out report after report on the United States economy each……

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www.mwboone.com/library/Weekly_Economic_Commentary_12_13_10

 

Taking a Break

Much like the nation’s annual holiday shopping spree often takes a break in the first week of December, so too will market participants get a break from the economic data. In sharp contrast to last week when markets were inundated with high-profile ……

 

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www.mwboone.com/library/Weekly_Economic_Commentary_12_6_10

 

From Data to Debates

Last week, the markets were driven primarily by economic data as stocks and bond yields rose and the dollar fell. This week, in the absence of any high-profile economic data, markets are likely to be driven by news headlines on policy debates ……

 

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www.mwboone.com/library/Weekly_Market_Commentary_12_6_10