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In Context Newsletter | Summer 2010
Articles in the Summer 2010 issue include:
The Rule, Not the Exception - The period from March 2009 through April 2010 was a great reprieve for investors. The S&P 500 Index had lost 51 percent from November 2007 through February 2009. Over the following 14 months, in one of the greatest rallies ever, it gained 65 percent.
Too Big to Fail?
Core Estate Planning Documents and the Revocable Trust
In Context Newsletter | Spring 2010
Articles in the Spring 2010 issue include:
The Elusive Sure Thing - As we began 2010, it seemed there were three sure things: The price of gold would rise, bond yields would rise and inflation would show up uninvited. The year began with gold at $1,121 and the 10-year Treasury note yielding 3.82 percent
Is Technical Analysis Profitable in Equity Indexes
Four Estate Planning Steps to Consider
In Context Newsletter | Winter 2010
Articles in the Winter 2010 issue include:
The Year That Was 2009 - The severe bear market of 2008 that continued into the first quarter of 2009 tested even the most disciplined investors. What happened in 2009 to cause investors to be described by the financial media as “skittish” for almost an entire year?
Four Questions on the Home Mortgage Front
Fed Policy Statements and the U.S. Economy
In Context Newsletter | Spring 2009
Articles in the Spring 2009 issue include:
The Long Road Home - How is the stimulus plan affecting the stock market? Will we have high inflation? Is it wise to move to cash now and get back in after the recession is over? Would lowering one’s equity allocation automatically mean having to give up one’s most important goals?
Understanding Asset Location
Four Vehicles to Consider When Planning a Charitable Estate
