Posts Tagged ‘BeManaged Newsletter’
BeManaged March ’10 Newsletter – The Advancing US Dollar and Your 401(k)
The following are some of the topics discussed in this month’s newsletter from John Whaley, CFA, AIF, the Director of our Research Department.
Advancing US Dollar Translates to Declining Foreign Stock Returns
Mutual Fund Fees and the Impact on Your Acccount
How Does Your 401(k) Account Growth Compare?
BeManaged February Newsletter – Do January’s Declines Portend the Rest of 2010?
Here are some of the topics discussed in this month’s newsletter from John Whaley, CFA, AIF, the director of our Research Department.
Do Late January Declines Portend the Rest of 2010?
Remember “Earnings Not as Bad as We Thought?”
Contributions Never More Critical Than Today
What Companies and Industries are in Your Portfolio?
January ’10 Newsletter: A Look Back on 2009
Check out our new newsletter format! John Whaley, CFA, AIF has produced a great amount of information of the year in review and our Research Department’s thoughts on 2010. Some of the topics covered include:
All Winners, No Losers for the Year
A Look Back at our Thoughts in 2009
What Exactly is Irrational Exuberance?
Interest Rates Spike to End 2009
Growth Stocks Outperform Value in 2009
2010 Earnings to Remain Below Trend; Valuations Remain Historically High
December ’09 Newsletter: Market Gains Continue Through November – Will They Hold?
Market gains continue through November – will they hold? Domestic stocks rose by 6% in November, the eighth monthly rise in the last nine. Foreign stocks gained 2%, and are up almost 30% for the year. Government policies have forced…
Read MoreNovember ’09 Newsletter: Caution Remains Our Focus as Corporate Sales, Earnings Continue to Lag
Caution Remains Our Focus as Corporate Sales, Earnings Continue to Lag
It took the United States over two hundred years (1789-1991) to accumulate its first $1 trillion in public debt. From that point, we have added an average of $600 billion to the total annually; in the fiscal year just ended, the Federal government added over $1.9 trillion to our future burden.
October ’09 Newsletter: Remember Irrational Exuberance? – We think it is back!
Remember Irrational Exuberance? – We think it is back!
At the end of March, we told clients in our newsletter that “more gains were possible over the next six months.” From April through September, the S&P 500 generated returns seen in only two other periods over the last 40 years.
Read MoreSeptember ’09 Newsletter: Market Gains Continue Despite Growing Red Flags
Market Gains Continue Despite Growing Red Flags
Stock market gyrations are a part of life. So is investment behavior in reaction to those swings. Huge market declines like we have suffered until recently chased many participants out of equity funds. And the huge rally we have seen…
August ’09 Newsletter: Another Market Rally, “All is, well, not so well!”
Another Market Rally, “All is, well, not so well! Do not get us wrong – we are happy for plan participant who have suffered through quarter after quarter of negative returns.
Read MoreJuly ’09 Newsletter: Finally! A quarterly statement worth opening – do more gains lie ahead?
Almost every type of stock fund went up significantly in the second quarter of 2009. Benefitting from the falling dollar, foreign stocks…
Read MoreJune ’09 Newsletter: Oh, If Only I Could Have My Quarterly Statement Now!
Most stock funds up double digits this quarter; Foreign funds gain 30% or more
At the end of February, we wrote the following in our newsletter: