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Weekly Market Review ~ Friday, 09/30/11

  • September 30, 2011/
  • Posted By : admin/
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  • Under : Weekly Market Review

Stocks gained back a healthy chunk of last week’s losses on Monday as hope over a European bailout plan gained some momentum. On Tuesday stocks gained another percent as European debt once again made top billing on the market front. While stocks rose once again on Wednesday morning, falling commodity prices eventually led to a loss on the day, breaking a three-day winning streak. It was another volatile day on Thursday with wide point swings, with the market eventually finishing up, buoyed by a better-than-expected dip in new unemployment claims.  On Friday, the third quarter ended with a whimper, falling over 2% to finish the worst quarter since the first quarter of 2009, at the depths of the Great Recession.  [table id=30 /]

Stocks gained back a healthy chunk of last week’s losses on Monday as hope over a European bailout plan gained some momentum. On Tuesday stocks gained another percent as European debt once again made top billing on the market front. While stocks rose once again on Wednesday morning, falling commodity prices eventually led to a loss on the day, breaking a three-day winning streak. It was another volatile day on Thursday with wide point swings, with the market eventually finishing up, buoyed by a better-than-expected dip in new unemployment claims. On Friday, the third quarter ended with a whimper, falling over 2% to finish the worst quarter since the first quarter of 2009, at the depths of the Great Recession.

Smart Money Newsletter ~ September 2011

  • September 30, 2011/
  • Posted By : admin/
  • 0 comments /
  • Under : Bonds, Mutual Funds, NorthStar, Retirement, Seeking Prudent Advice

Here’s the September issue of Smart Money. This is a complimentary newsletter published by  NorthStar Capital Advisors that covers  financial education, money management, and investment strategies.

Click the cover image to view or click here to download it directly. You can always get the latest issue of Smart Money by visiting www.nstarcapital.com/newsletters.

The lead article describes how financial fraudsters come in all guises and often scam people in their most intimate social circles. Please help protect yourself, your friends, and your family by learning to recognize these swindlers and sharing this article with others.

The Investing 101 column walks you through the asset allocation puzzle, the biggest decision you will make regarding your investments. The newsletter also covers college savings and advice from Warren Buffett.

We hope you find this information useful. Please feel free to share with family and friends if you find it valuable.

Thank you


Weeky Market Review ~ Friday, September 23, 2011

  • September 23, 2011/
  • Posted By : admin/
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  • Under : Weekly Market Review

The five day winning streak of last week quickly ended on Monday with the Dow losing over 100 points as the repetitive Greek debt woes theme resurfaced once again. On Tuesday, a large early morning gain was all but wiped out by the end of the day. The Fed’s “Operation Twist”, a measure to lower long-term borrowing costs by buying long-term treasuries to replace its holdings of short-term treasuries, severely spooked the market on Wednesday, as the Dow dropped nearly 300 points. The rush for the exits continued on Thursday with a nearly 400 point Dow drop as investors fear that the fragile economic recovery is dying. On Friday the Dow ended with a small gain, although it finished the week with the largest loss since 2008.

There was a lot of pain all around this week, with small-cap stocks faring worse than large cap stocks. [table id=29 /]


9 Ways Financial Advisors Fail Their Clients

  • September 22, 2011/
  • Posted By : admin/
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  • Under : Seeking Prudent Advice
  1. Acting as if they know exactly what the financial markets are doing and why.

  2. Not being quickly and easily accessible via phone or email.

  3. Not continuing to research a client’s financial situation for a better solution.

  4. Not recognizing a total solution by ignoring the client’s portfolios managed by outside firms.

  5. Not speaking to and working deeply with both members of a couple.

  6. Limiting recommendations to the products provided by the advisor’s firm.

  7. Failing to address the risks associated with an investment.

  8. Failing to give ancillary and holistic advice on a client’s financial issues once the portfolio is established.

  9. Talking over a client’s head and using jargon.


Weekly Market Review ~ Friday, Septemer 16, 2011

  • September 16, 2011/
  • Posted By : admin/
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  • Under : Weekly Market Review

Stocks statred off the week on Monday with another sizeable loss through much of the day, but an afternoon report that China is considering buying Italian government debt to stabilize the beleagureed southern European country sent stocks to a moderate gain for the day. The tech sector led the way on Tuesday as stocks logged back-to-back gains. On Wednesday the Dow gained another 140 points after news that talks by European leaders to disucss Greece’s debt might lead to a solution to its debt problem. Stocks extended their winning streak to four days on Thursday with a large gain as further relief over at least the short-term stability of European debt gained traction. On Friday stocks made it a perfect five-for-five for the week as the momentum from previous days carried over to the end of the week. [table id=28 /]


We Will Never Forget

  • September 11, 2011/
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Weekly Market Review ~ Friday, September 9, 2011

  • September 9, 2011/
  • Posted By : admin/
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  • Under : Weekly Market Review

The market opened the holiday-shortened week down sharply following a sell-off in the European markets the previous day. Still, stocks recovered some of that loss later in the day in response to a positive US nonmanufacturing activity report. On Wednesday stocks rebounded strongly following a German legal ruling that bailouts of struggling EU members is legal. The Italian senate also approved an austerity plan. However, on Thursday the markets gave back another 1% after the European Central Bank did not give a particularly glowing growth forecast for the near future. The slide escalated on Friday with the Dow losing over 300 points on a bevy of troubling news. Investors were not happy with the resignation of a key European Central Bank board member or with Preisdent Obama’s proposed job plan. [table id=27 /]


Weekly Market Review ~ Friday, September 2, 2011

  • September 4, 2011/
  • Posted By : admin/
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  • Under : Weekly Market Review

Hurricane Irene failed to keep Wall Street closed on Monday, and investors responded by sending stocks sharply higher on relief that the storm was not as destructive as predicted. On Tuesday the market recovered from a morning swoon to finish with a small gain after news that the Fed is considering quantitative easing to stimulate the economy. A very rocky August ended on Wednesday as the Dow edged into positive territory for the year. Still, the 4.4% monthly loss for the Dow was the worst for the month of August in a decade. On Thursday stocks ended a 4-day winning streak and closed down over 1% on concerns over Friday’s upcoming job report. Those fears were borne out on Friday as new job creation effectively ceased in August, raising the specter that a double dip recession is at hand. The Dow dropped over 250 points, an ominous start to the historically worst month of the year for the stock market.

Early gains in the week partially offset the slide on Thursday and Friday.
[table id=26 /]


Take More Vacations to Get Ready for Retirement

  • September 1, 2011/
  • Posted By : admin/
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  • Under : Retirement

As many people approach retirement age, their anxiety grows and they sometimes overstress themselves by attempting to work harder and save more.  The truth is that scrimping and saving just a few years ahead of retirement won’t really change your nest egg significantly.  From a quality of life standpoint, you’re much better off taking vacations and working a little longer.  Earnings from an extra year or two in the work force will give a much bigger boost to your retirement savings and you’ll probaby enjoy that balanced lifestyle more. 


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FROM OUR BLOG
  • Thoughts on the shifting housing market June 5,2025
  • The patience premium: What market history teaches us May 1,2025
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