Banach Wealth Management

Welcome to Banach Wealth Management

Joe — Sat, 31 Jul 2010 04:04:00 +0000

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

From this site you will be able to:

Learn about Financial Behaviors and Risk Management
Review Investment Management Strategies
Read monthly Market Commentaries
Find Investment Guidance Services

Please contact us if we can be of service.

This site is for information only. It should not be construed as a soliciation of advisory services in any state where BWM is registered or de Minimus laws apply.

Website information is believed to be accurate. However, no guarantees are made. Investment strategy examples are for information only and are not forecasts of future returns. Investments in securities have risk of loss.

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.

Thank You For Your Interest.

Banach Wealth Management is licensed by

the Nevada Division of Securities and

registered to do business in Nevada.

Banach Wealth Management July 30, 2010 Letter

Joe — Fri, 30 Jul 2010 15:07:26 +0000

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

Link to full version BWM Letter

Banach Wealth Management June 30, 2010 Letter

Joe — Thu, 01 Jul 2010 23:47:17 +0000

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

Link to full version BWM Letter

Banach Wealth Management May 31, 2010 Letter

Joe — Mon, 31 May 2010 22:20:05 +0000

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

Link to full version BWM Letter

Banach Wealth Management Apr. 30, 2010 Letter

Joe — Fri, 30 Apr 2010 23:32:42 +0000

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

Link to Full Version BWM Letter