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Monthly Archives: January 2013

Still Waiting for the Bonds-to-Stocks Rotation

The S&P 500 Index closed above 1500 for the first time since 2007 on Friday, January 25, 2013, after rising for eight days in a row — the longest streak of daily gains since a nine-day run ended in 2004. Speculation has emerged that the long-awaited rotation by investors from bonds into stocks may finally have arrived and is powering the rally…

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Still Waiting for the Bonds-to-Stocks Rotation

Overcoming the Twin Ceiling Conundrum

The so-called fiscal cliff, a series of economically devastating tax increases and spending cuts that were due to come on line at the start of 2013, was temporarily averted after a last-second deal in Congress. The compromise, known as the American Taxpayer Relief Act of 2012, is not the grand solution to our nation’s surging debt issues that many had hoped for. Rather, it is more like a temporary Band-Aid that resolved…

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Overcoming the Twin Ceiling Conundrum

Same Europe, Different Crisis

While fourth quarter 2012 earnings results will again garner attention this week, investors may also be looking overseas to gauge market direction, since this week holds the first meeting of the year for European finance ministers. It is worth remembering that each spring for the past three years, the S&P 500 has started a slide of about 10% during the second quarter, led by events in Europe…

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Same Europe, Different Crisis

Consulting the Crystal Ball

It is inevitable that around this time of year, investors ponder what the year may hold in store for the markets. While we present many drivers in our Outlook 2013 that will combine to define the path of least resistance for the markets to follow in 2013, the interrelationships between economics, fiscal and monetary policy, geopolitics and corporate actions can seem complex. Investors can feel overwhelmed and…

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Consulting the Crystal Ball

Contribution Limits, Some Good News for Savers in 2013

Contribution limits are rising in 2013 for retirement plans.  The cost of living index met the thresholds that trigger such an adjustment.  The old and new limits are…

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Contribution Limits, Some Good News for Savers in 2013

Checking for Collateral Damage

After a bounce on the relief from the fiscal cliff deal that took place on New Year’s Day, the stock market has been in a sideways holding pattern. Investors are waiting to see if there was some collateral damage from the battle over the fiscal cliff. This week, we will begin to see if any damage was done…

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Checking for Collateral Damage

Resolutions and Taxes

Dear Valued Investor:

Instead of champagne toasts and party hats, Washington, DC chimed in the New Year with the same old dance of waiting until the last minute before demonstrating its near inability to work together…

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Resolutions and Taxes