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Fourth Quarter 2014 Market Review

Fourth Quarter 2014 Market Review

Market Overview 2014 was an extremely challenging year in managing a diversified portfolio. In the end, US equities delivered superior returns compared to most other investment opportunities. Extreme volatility returned to the capital markets during the entire 2nd...

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Third Quarter 2014 Market Overview

Third Quarter 2014 Market Overview

Equity Market Overview The 3rd quarter of 2014 trended in monthly directional movements both upward and downward but at the end of the day (quarter) major US indices were little changed from that of the end of the prior quarter. A July selloff followed by a steady...

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Keeping Emotions out of Investing

Keeping Emotions out of Investing

As Published in the Summer 2014 Edition of NJ Lifestyle WE HAVE ALL HEARD THE NUMBER ONE RULE OF INVESTING – BUY LOW, SELL HIGH. Simple in theory, yet counter intuitive to what our emotions dictate.   Many times as the markets are soaring to new highs, our emotions...

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Credentials Matter

Credentials Matter

As Published in the Fall 2014 Edition of NJ Lifestyle Searching for a trusted advisor? Make your decision a well-informed one. ACCORDING TO THE BUREAU OF LABOR STATISTICS, THERE WERE 223,400 personal financial advisors in the Unites States at the end of 2012. Other...

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Dissecting the Business Cycle

Dissecting the Business Cycle

As Published in the Shore 2014 Edition of NJ Lifestyle UNDERSTANDING AND EVALUATING THE BUSINESS CYCLE CAN OFFER valuable information in formulating expectations for the economy and your optimal portfolio allocation. The business cycle is defined as fluctuations in...

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Second Quarter 2014 Market Overview

Second Quarter 2014 Market Overview

With the 2014 calendar year eclipsing the 1/2 way mark, the world financial markets including most asset classes, have oddly rallied in unison higher. This last occurred in 1993. Accordingly, if you maintain a balanced account which we always advocate at CRA, it most...

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The Power of Dividends

The Power of Dividends

As Published in the Spring 2014 Edition of NJ Lifestyle Dividend paying stocks have received a lot of attention over the last few years as interest rates have fallen. With the yield on the 5-year Treasury note dropping below 1%, investors shifted their focus to stocks...

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First Quarter 2014 Market Overview

First Quarter 2014 Market Overview

The first quarter of 2014 introduced us again to volatility, something we did not hear much about during the run in 2013. Stocks and bonds were mostly positive across the board albeit with a modest pull back during the period. The S&P 500 finished the quarter up...

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Fourth Quarter 2013 Market Overview

Fourth Quarter 2013 Market Overview

The Equity Markets 2013 was a very strong year for the US Equity Markets and the outsized returns came as a surprise to even the most seasoned investment pundits. The US broad market had advanced 16.44% during 2012. Going into 2013, market consensus was for a tempered...

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2013: The Year in Review

2013: The Year in Review

As published in the Winter 2014 Edition of NJ Lifestyle Great Year in the Stock Market. All of the major U.S. Stock Indices finished with gains above 26%. The markets logged the best year since 1996 and volatility disappeared as the largest decline of the year was...

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Third Quarter 2013 Market Review

Third Quarter 2013 Market Review

The 3rd quarter market chatter primarily revolved around the anticipation of the Federal Reserve's resolve to finally begin to reduce its bond buying, which commenced a year ago as part of QE3. The conventional wisdom was that there was going to be a slight pull back...

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Second Quarter 2013 Market Overview

Second Quarter 2013 Market Overview

The big news event of the second quarter revolved around the sudden rise in US interest rates based upon the possible conclusion of the FOMC's latest stimulus program. Consequently, the US stock market posted its first monthly decline since October 2012 as the second...

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