Posts Tagged ‘John Whaley’

July Newsletter – Second Quarter Ends with a Whimper

Second Quarter Ends with a Whimper Balanced Portfolio Returns Hindered by Rising Interest Rates, Poor Foreign Stock Performance Stock markets around the world took a turn for the worse after Ben Bernanke’s May 22nd testimony to Congress gave very subtle hints that the Federal Reserve might consider a gradual slowing of the $85 billion dollar…

Read More

June Newsletter – Prices Paid for U.S. Stocks Continue to Balloon

Social Security Trustees Report on Fund Status Disability Insurance “Trust Fund” projected to deplete in 2016 Old-Age and Survivors Insurance and Federal Disability Insurance (commonly referred to as Social Security) is providing benefit payments to about 40 million retired workers, 6 million survivors of deceased workers and 11 million disabled workers and dependents of disabled…

Read More

February Newsletter – GDP Declines in 4Q 2012

Why We Continue to be so Protective of Your Money Stock market gains continue – will they ever correct? January is just the latest in the sixteen month push upward for the U.S. stock market. Over that period, the S&P 500 has gained 35%. During this rise, we have seen only one monthly period where…

Read More