Fourth Quarter Economic Update – January 13, 2015

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Economic Update

Economic Update Dear Clients, Associates, and Friends, What Happened Last Year? Last year was another good year for some domestic stocks. The S&P 500 reported a gain of over 13%, which sounds great on the surface. However these gains were mostly driven by a narrow cross section of the market – basically just the largest companies. This left most professional …

Third Quarter Economic Update – October 14, 2014

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Economic Update

Economic Update Dear Clients, Alliances and Friends, Many of you have been wondering what has been going on this past week causing the increased volatility we have seen in the market. Let us give you a peek at what we and our trusted analysts see at this point. Last quarter numbers The S&P 500 Index was +1.1%, but smaller company …

Second Quarter Economic Update – July 17, 2014

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Blog, Economic Update

Economic Update Dear Clients, Alliances and Friends, After beginning 2014 with a downward movement of the S&P 500 index in January, February gained all that back and more. Things have continued to move nicely since then to end the 2nd quarter with a YTD return of 7%. (Vanguard Index 500 Fund) The developed international markets were up 4.5% and emerging …