Archive | May, 2012

Bond Market Outlook: Points to Ponder

During the past decade, many long-term fundamentals of investing have been turned upside down and one example is the performance of U.S. stocks compared with bonds. Over longer time periods, such as 20 or 30 years, stocks exhibited higher average annual returns along with greater volatility.1 Bonds, in contrast, presented lower long-term returns along with […]

Continue Reading

Washington Hotline – May 28, 2012

Senators Prepare Budget Compromise III On a national network news program this week, Senate Democratic Assistant Majority Leader Richard Durbin (D-IL) was asked about a potential budget compromise.  He indicated that he is working with a bipartisan group of senators to create a budget compromise that could be voted on in November. Durbin stated, “We […]

Continue Reading

AAM Weekly Market Wrap May 28 2012

Weekly Market Wrap: Stocks bounced back from 3 straight weekly losses to finish this week higher.  The S&P 500 Index closed at 1,317.82 up 1.74%. Gold and Oil both finished the week lower.  Gold dropped 1.17% to $1,573.30 and Oil slipped 0.31% to $90.78.  The dollar continued to surge against other major world currencies adding […]

Continue Reading

I Get Short-Term Disability Insurance as a Benefit at Work. Do I Need More Coverage?

Short-term disability insurance is meant to provide a stream of income during times when you are unable to earn a paycheck but don’t fit the bill for long-term or permanent disability coverage. Some employer-funded short-term plans can be quite generous, offering full income replacement for as long as six months for a wide range of […]

Continue Reading

AAM Weekly Market Wrap – May 14, 2012

Weekly Market Wrap: Stocks extended recent losses on continued Euro-problems and a $2 billion trading loss at JP Morgan Chase worried investors.  The S&P 500 index lost 1.15% to close at 1,353.39.  Gold plummeted 3.79% to finish at $1,580.59.  Oil slipped 2.72% to $95.85 and the Dollar gained against other major world currencies adding 1.01% […]

Continue Reading

Tactical Asset Allocation: Fine Tuning a Longer-Term Strategy

Strategic asset allocation, the practice of maintaining a strategic mix of stocks, bonds, and cash, has guided many investors in creating portfolios that suit their risk profile and long-term investing goals.1 This widely used strategy is a long-term, relatively static tool and is not intended to take advantage of short-term market opportunities. Proponents of tactical […]

Continue Reading