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The Week Ahead Magazine: December 1, 2013

Posted by David Templeton on Sunday, December 01, 2013 in Wealth Management | Comments (0)
With the holiday shortened trading week occurring in the last week of November, the S&P 500 Index managed to generate a small 1.05 point gain for the week. This represented the eighth straight week the S&P 500 Index generated a positive weekly return. For investors the fourth quarter is looking like a winning one with both October and November resulting in positive market returns. The question is whether or not the month of December can carry on this favorable trend.Given the strength of the mar...  Read more...

Market Advance Below Average In Return And Duration

Posted by David Templeton on Thursday, November 28, 2013 in Wealth Management | Comments (0)
Investors and market pundits have been expressing cautiousness of late about the near uninterrupted advance of the U.S. equity market. This climb higher has been in place since the end of the financial crisis in 2009. I discussed this strong move higher in a post at the beginning of November that included the below chart.From The Blog of HORAN Capital AdvisorsIn looking at the chart it seems rational to believe the advance is getting long in the tooth as they say. However, in a recent strategy a...  Read more...

Active Stock Selection Outperforming

Posted by David Templeton on Tuesday, November 26, 2013 in Wealth Management | Comments (0)
Year to date, the S&P 500 Index is up over 26%. Investors have enjoyed a strong rally with this calendar year nearing an end. If an investor has been invested in the equity market from the beginning of the year, in total, losing money would have been difficult. How does one beat a market that has run so much? Pick the right stocks.In today's market, it has increasingly paid to be a stock picker as opposed to indexing ones portfolio. Beating the market is certainly not an easy task in toda...  Read more...

QE's Influence On Equity Prices

Posted by David Templeton on Sunday, November 24, 2013 in Wealth Management | Comments (0)
One debatable issue with the Fed's quantitative easing (QE) program is whether or not the QE activity has an impact on equity prices. In a recent McKinsey & Company study, QE and ultra-low interest rates: Distributional effects and risks, McKinsey concludes,"We found little evidence that ultra-low interest rates have boosted equity markets. We cannot discern a large-scale shift into equities as part of a search for yield by investors, and price-earnings ratios and price-book ratios in stock mark...  Read more...

The Week Ahead Magazine: November 24, 2013

Posted by David Templeton on Sunday, November 24, 2013 in Wealth Management | Comments (0)
The equity market has been on a steady advance since after the election last year. And actually this market recovery has been in place since the end of the financial crisis in 2009. As noted in our blog article on Saturday, a market correction of 10+% has not occurred for more than 500+ trading days. A number of the articles contained in this week's magazine highlight the strength of the equity market as well as highlight the potential rotation out of bonds into equities that is taking place. Sl...  Read more...

Waiting For A Correction?

Posted by David Templeton on Saturday, November 23, 2013 in Wealth Management | Comments (0)
One interesting aspect of this bull market run for the S&P 500 Index has been the absence of a 10+% correction.From The Blog of HORAN Capital AdvisorsIt seems on a daily basis the talking pundits on business news channels and in print are certain an equity market correction is just around the corner. For those investors under invested in equities, a correction would certainly be a welcomed event. Market corrections, however, are hard (if not impossible) to predict and when they do occur, they te...  Read more...

The Week Ahead Magazine: November 17, 2013

Posted by David Templeton on Sunday, November 17, 2013 in Wealth Management | Comments (0)
The S&P 500 Index closed higher for the sixth consecutive week. Investors seem concerned about the market entering into bubble like territory. In this week's magazine several of the article links comment on the current state of this market advance. As we referenced in last week's magazine, one technical factor favoring higher equity prices is the market is in a favorable seasonal period. This, however, does not guarantee higher prices ahead.The Week Ahead Magazine: November 17, 2013  Read more...

Benchmarking Investment Performance

Posted by David Templeton on Saturday, November 16, 2013 in Wealth Management | Comments (0)
An important task for investment managers and clients is to develop an investment policy statement (IPS) for the investment portfolios that are being managed. The IPS details guidelines specific to the client that outlines the client's goals and objectives. Some of the criteria of the IPS will detail the goals and objectives of the client along with liquidity needs. In the end the IPS will serve as a road-map for the investment manager in managing the client's portfolio as well as detail the spe...  Read more...

Declining Labor Force Participation Rate And Baby Boomers

Posted by David Templeton on Sunday, November 10, 2013 in Wealth Management | Comments (0)
One aspect of the slow growing recovery following the recent recession has been anemic job growth. A consequence of the weak job growth has been a steady decline in the labor force participation rate. Some economist and strategist attribute the declining participation rate to the retirement of baby boomers. However, as noted by the orange line in the below chart, the participation rate of baby boomers (55 years and over) remains at near the same level equal to that at the end of the recession. C...  Read more...

The Week Ahead Magazine: November 10, 2013

Posted by David Templeton on Sunday, November 10, 2013 in Wealth Management | Comments (0)
Much of the discussion in recent weeks has centered around the equity market potentially going through a "melt up" phase in a run to year end. One factor that gives this thought some validity is the favorable seasonal period that occurs in the fourth quarter of calendar years. A number of article links in our Week Ahead magazine provide insight into this favorable seasonal period.The Week Ahead Magazine: November 10, 2013  Read more...
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