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2012: Pundits and Prognosticators

By The Family Wealth Group | January 31, 2012 | Comments Off on 2012: Pundits and Prognosticators

At the beginning of each year, market analysts and economists publish their outlook for the future. It makes for an interesting mix of bulls, bears, and everything in between. Here’s a handful of these new reports.   Citigroup’s Equity Strategy team presents an upbeat picture for the next few years. It anticipates a number of…

A Positive Start for the New Year

By The Family Wealth Group | January 24, 2012 | Comments Off on A Positive Start for the New Year

The first employment-related leading indicators of 2012 were above expectations. According to the Labor Department, in December of 2011, 200,000 more jobs were added and unemployment dropped to 8.5% – its lowest level in nearly three years. In sum total, the job market gained 1.6 million jobs in 2011 This report came on the heels…

2012: Deploy It or Return It

By The Family Wealth Group | January 17, 2012 | Comments Off on 2012: Deploy It or Return It

Despite the limping economy, corporate balance sheets hold record levels of cash, and interest rates promise to remain low through 2012. Thanks to weakening stock prices, this scenario behooves a “deploy it or return it” mentality from shareholders according to a mergers & acquisition specialist at JP Morgan in a recent cnnMoney article. Thus in…

401(k) Status Update

By The Family Wealth Group | January 10, 2012 | Comments Off on 401(k) Status Update

The battle rages on. Legislators are loath to extend the payroll tax cut when there is no formalized plan in place to reduce government spending. The fact is, American taxpayers will have to absorb the cost of the government’s excess deficit either through more taxation or reduced entitlement programs…or both.   One area getting a…

Getting on with Our Lives

By The Family Wealth Group | January 3, 2012 | Comments Off on Getting on with Our Lives

Who would grow up in any other part of the country thinking that what they really want in life is to move to Bismarck, North Dakota? Thanks to a booming oil business fueling the local economy, more than 16,000 jobs were available in North Dakota this fall, paying substantial salaries to attract workers. And that’s…

Everybody Wants to Rule the World

By The Family Wealth Group | December 27, 2011 | Comments Off on Everybody Wants to Rule the World

Ever since Christopher Columbus discovered and introduced the New World to, well, the Old World, America grew and became a world leader. We lead the world in lots of ways, not just in capitalism. We made blue jeans popular. Rock and roll. And Hollywood is one of our most thriving exports. So everybody else wants…

Jobs Improve, Stocks Happy

By The Family Wealth Group | December 20, 2011 | Comments Off on Jobs Improve, Stocks Happy

Last week we received some good news. The unemployment rate was reduced significantly to 8.6% (the lowest in more than a year and a half) amid expectations that it would remain above 9.0% through the 2012 election year. While the government cut 20,000 jobs in November, private businesses added 140,000 jobs. The job market opening…

Short on Patience; Long On Bonds

By The Family Wealth Group | December 13, 2011 | Comments Off on Short on Patience; Long On Bonds

The failure of the bipartisan supercommittee to reach an agreement on ways to reduce the nation’s super debt probably came as a surprise to few. Regardless of the outcome, we already knew that the US may need to come under prohibitive austerity measures for the foreseeable future. In Germany, the one country in the Eurozone…

A World of Opportunity

By The Family Wealth Group | December 6, 2011 | Comments Off on A World of Opportunity

Warren Buffet is quoted as once saying that when the tide goes out, you find out which investors are swimming naked.1 In reference to the global economy, an analyst recently annotated that remark by saying that when the tide went out in 2008 – the Chinese had on a full wet suit.2   In other…

Speculating vs. Investing: We Have a Choice

By The Family Wealth Group | November 29, 2011 | Comments Off on Speculating vs. Investing: We Have a Choice

It’s hard to remember a time when the securities markets fluctuated so rapidly and so reactively to headline news throughout the day. First of all, ten years ago we may have been able to receive news via 24-hour news channels and the internet throughout the day, but today’s media is far more omniscient and detailed.…