Posts Tagged ‘BeManaged Newsletter’

Recession in the Works for 2013? St. Louis Fed indicator may be clue – But what happens to our investments? Information for this article comes from Lance Roberts, www.streettalklive.com, November 6th, 2012, and data from www.stlouisfed.org. Investment professionals are raising red flags over a U.S. Recession Probabilities Index measure available at the St. Louis Federal…

Will the Fourth Quarter Finish off a Profitable Investment Year? – Or is Trouble Around the Corner? Four straight months of positive returns for the S&P 500 have elevated stock prices to near-peak levels for 2012. Large cap stocks in the United Stated gained 2.6% last month, and smaller companies gained over 3%. A five…

What Does Brittany Wenger Have to Do With My Retirement Portfolio? Will continued insistence on borrowing from the capital of future generations lead to a long period of decline? Brittany Wenger is a 17-year-old South Florida resident entering her senior year of high school. Brittany wrote a computer program utilizing artificial intelligence technology to detect…

Will More Risk Ever Translate Into More Return? The last Eighteen Months looks the same as the last Fifteen Years Let’s review of the dogmas of the investing world: Over the long run, stocks ALWAYS outperform bonds; The more aggressive you are as an investor, the more you will be rewarded with higher long term…

U.S. Treasury Yields Hit Historic Lows Bond Markets Flooded with Treasury Securities; Something Has to Give? The benchmark 10 year treasury yield fell below 1.5 % on the morning of June 1st. According to Reuters, interest rates like this have not been seen since the early 1800’s – and as the saying goes: an unusual…

Headlines Tout Largest First Quarter Gains in Years! What Happens Next? How can we not be excited! The S&P 500 rose 12.6% over the first three months of this year, the best start since 1998. Foreign stocks rode along, with an 11% gain since December 31st. Over the last 40 years, the record hints that…

February Market Returns Good news for aggressive investors Aggressive investors were rewarded in the month of February with the Dow Jones Aggressive benchmark returning 4.63% on investor capital. The S&P 500 index, the broadest and most comprehensive measure of U.S. equities, returned 4.32%. International investors did equally a well with the Morgan Stanley Capital International…

Adding Measures of Risk to Your Fund Evaluation Picking your funds based solely on performance is a common mistake Return numbers are the most readily accessible pieces of information available to you as an investor. As a result, it is too easy to make fund choices for your 401(k) based on those returns. The level…