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Over the past year, the stock market has tended to rise most of the time on Mondays and fall most of the time of Fridays with little change, on average, on the days in between. During the week of May 17th, there was an exaggerated version of that pattern with a greater than 4% gain on Monday, followed by a generally sideways move during the middle of the week and a 2% sell-off on Friday. Despite a solid gain for the week as a whole that put an end to a two week pullback, the sharp moves during the week left many investors feeling apprehensive about the prospects for stocks.
Focusing on the short - term can be paralyzing. Despite the overall rise in the stock market over the past year, individual investors have generally avoided stocks. One way this can be seen is in the very modest inflows to mutual fundsthat invest in stocks relative to those that... MORE |
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CLICK HERE for your FREE Financial Review. We place a high priority on mutual trust in our client relationships, we offer this free analysis to help us both decide if we are a good fit. |
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Financial Planning:
Money Doesn't Grow on Trees
When you were growing up, were you one of those unfortunate children whose parents periodically reminded you that "money doesn't grow on trees", "close the door so we... MORE |
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Tax Planning:
New Health Care Tax Laws
The recent health care legislation passed brings with it several new tax benefits, such as credits to subsidize the cost of health insurance for a working family up to 400% above... MORE |
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Insurance Insights:
Disability Income Insurance: Myths and Facts
You probably don't think twice about insuring your home, car and other personal assets. But what about the income that allows you to purchase those assets? People who don't have any... MORE |
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Investment Management Updates:
Who Wants to Be a Billionaire?
John D. Rockefeller Jr., the son of Standard Oil tycoon John D. Rockefeller, made philanthropy his life's work. He saw himself as the steward—not the owner—of the vast fortune his... MORE
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Thoughts from Bruce Helmer:
Let Your Children Manage Money
The key to teaching kids about personal finance is to have them learn by doing. They learn the value of a dollar by doing things for themselves and spending their money how they want... MORE |
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Sudoku Puzzle:
When you play sudoku you qualify to win a FREE $25 Gift Card for any participating Target. This month's puzzle... MORE |
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Upcoming Events:
As most of you know, one of our main goals is to educate our clients and our community. We look forward to seeing you at an upcoming seminar... MORE |
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Minnesota: Blaine, Brainerd, Burnsville, Chaska, Edina, Mankato,
Oakdale, Plymouth, Rochester, St. Cloud, and Vadnais Heights
Iowa: West Des Moines |
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