July 31st, 2010
During 2009 you likely recover some 2008 investment portfolio losses.
2010 will be a more subtle, difficult wealth flow environment.
I can review your wealth goals and provide a plan to meet them.
Talk with me to decide, if I can do what I say.
We develop strategies and manage risk
to meet your wealth distribution needs.
- Joseph Banach, Chartered Financial Analyst
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By Using This Site You Agree That BANACH WEALTH MANAGEMENT Is Not Responsible For Your Actions Or Decisions. Specific Client Wealth Management Services Are Not Provided On This Site.
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July 30th, 2010
July 2010 Financial Markets Review
Key Points
- 2010 Year to Date Total Returns
S&P 500 (1101) 0%
U.S. 10 Yr. Bond (2.91%) 9%
NASDAQ (2254) -1%
Foreign (EAFE) Stocks -6%
- 2010 U.S. GDP expected expansion 2.9%
- 2010 earnings expected increase 34%
- Trading range bound stock market
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July 1st, 2010
First Half 2010 Weak Financial Markets Review
Expect Second Half Trading Range Bound Market
Key Points
- 2010 Year to date Total Returns
S&P 500 (1030) -7%
U.S. 10 Yr. Bond (2.94%) 8%
NASDAQ (2109) -7%
Foreign (EAFE) Stocks -16%
- U.S. GDP expected expansion = 3%
- 2010 earnings expected increase = 34%
- Stock market correction after 14 mo. advance
- Economic recovery in process
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May 31st, 2010
May 2010 Financial Markets Review
Economic & Political Events
fuel panic selling
Key Points
- 2010 Year to date Total Returns
S&P 500 (1089) -1%
U.S. 10 Yr. Bond (3.30%) 5%
NASDAQ (2257) -1%
Foreign (EAFE) Stocks -14%
- U.S. GDP expected expansion = 3+%
- 2010 earnings expected increase = 35%
- Stock market correction after 14 mo. advance
- Solid economic recovery in process
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April 30th, 2010
April 2010 Financial Markets Review
Sell in May or Stay?
Key Points
- 2010 Year To Date Returns
S&P 500 (1186) 7%
U.S. 10 Yr. Bond (3.66%) 3%
NASDAQ (2461) 9%
Foreign (EAFE) Stocks -1%
- U.S. GDP expected expansion = 3+%
- 2010 earnings expected increase = 35%
- 14 month stock market advance continues
- Solid economic recovery in process
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April 1st, 2010
First Quarter 2010 Mild Advance
Cautiously Enjoy Strong Earnings Impact
Key Points
- 2010 Year to Date Returns
S&P 500 (1168) 5%;
U.S. 10 Yr. Bond (3.83%) 1%;
NASDAQ (2397) 6%;
Foreign (EAFE) Stocks 1%
- U.S. 2010 expected growth 3%
- 2010 Expected Earnings increase 31%
- 12 month stocks advance continues
- Solid economic recovery
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January 28th, 2010
January* 2010 Markets Review
Watch Market Volatility
*written prior to last trading day (Jan. 29)
Key Points
- 2010 Year to date Returns
S&P 500 (1084) -3%
US 10 Yr Bond (3.65%) +2%
NASDAQ (2179) -4%
Foreign (EAFE) Stocks -4%
- U.S. GDP expected expansion = 2.9%
- 2010 earnings expected increase = 31%
- Stock markets advanced for 10 months
- Economic upturn strength approaching peak
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January 3rd, 2010
2009 Financial Markets Review
Extraordinary Monetary Leverage
Stabilized Private Entities Deleveraging
Mid 2010 markets likely to be volatile
Key Points
- 2009 Total Returns
S&P 500 (1115) 28%
U.S 10 Yr Bond (3.85%) -11%
NASDAQ (2269) 44%
Foreign (EAFE) Stocks 24%
- U.S. GDP likely contraction -2.3%
- 2009 earnings expected decline -5.6%
- Stock markets hit bottom in March
- Economic recovery in process
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November 13th, 2009
Lifetime Wealth Flow Guide
Section VII. Wealth Cycle Management
Chapter 17. Orchestrating Your Resources
Key Points
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October 31st, 2009
October 2009 Month End Markets Review
Normal Market Correction in process
Key Points
- 2009 Year to Date Total Returns
S&P 500 (1036) 17%
U.S. 10 Yr. Bond (3.38%) -18%
NASDAQ (2045) 29%
Foreign (EAFE) Stocks 19%
- U.S. GDP expected contraction = -2.3%
- 2009 earnings expected decline = -7.1%
- Stock markets hit bottom in March
- Economic recovery in process
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