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February 2011 Monthly Recap

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Market Update – A Recap Of February News headlines in February were not investor friendly with revolutions in Egypt, Libya, and others coinciding with higher food and energy costs across the world. As I write this, protestors pass by our office, signs in hand, to voice their disapproval for legislation meant to reduce the strength of …

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401(k) Corner – No Free Lunch

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401(k) Corner – No Free Lunch While most plan sponsors understand the underlying investment expenses of their mutual funds, many have an erroneous belief that they don’t pay administrative costs. Somebody is paying for the expense; they probably don’t know it. Bundled vs. Unbundled Providers There are three separate services that all 401(k) and Profit …

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Happy Birthday Bull…

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Happy Birthday Bull… March 9th marked the 2nd birthday of our current bull market since the S&P 500 bottomed on 3/9/09¹. This bull market has been vigorous compared to past bull markets which leaves many to question how long it can continue. What next? “History doesn’t repeat itself, but it does rhyme” – Mark Twain …

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Equity Markets

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Equity Markets Worldwide economic growth shrugged off daunting headlines and markets continued their expansion in the first quarter of 2011. U.S. Large Company stocks experienced their best quarterly performance since 1998! Foreign markets grew as well, although volatility among different countries, regions, and time periods increased drastically due to worldwide events. Fixed Income Markets With …

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January 2011 Monthly Recap

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Market Update – A Recap Of January January continued the equity market strength, with the Dow finally breaking 12,000, a milestone not seen since the summer of 2008. In addition, 72% of companies reported earnings in January beating expectations. Valid concerns persist about the bull market being a liquidity event orchestrated by the Fed; however, …

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