Tuesday, March 6, 2012

February 2012 Market and Planning Update

We often hear from our clients and prospective clients that some of the toughest decisions they face have to do with responsibility surrounding their financial wealth. While it would be easy for someone unfamiliar with wealth to assume that it brings nothing but good things, this really isn’t the case in reality. READ MORE

Stock markets around the world are off to an impressive start in 2012. Emerging Market Equities, which declined the most during 2011, have led the rebound with a gain of 17.8%. U.S. stocks, as measured by the S&P 500 Index, are up 9% for the first two months of 2012. Most bond categories, which provided the strongest returns in 2011, are showing much more modest returns so far this year. READ MORE