September 1st, 2011
During the first half of 2011 most Equity, Fixed Income, and
Commodity Markets were volatile with little appreciation.
Understanding your financial objectives and using strategies
that are most likely to attain your goals are especially important.
Talk with me to improve your wealth management process.
We develop strategies and manage risk
to meet your wealth distribution needs.
- Joseph Banach, Chartered Financial Analyst
Certificant in Investment Performance Measurement
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.
Posted in
BWM Home |
No Comments »
September 1st, 2011
Global and U.S. equity markets decline amid
uncertainty. Are markets pricing a recession?
Key Points
-
August, 2011 YTD Total Returns
S&P 500 (1218) -2%
US 10 YR Bond (2.23%) 10%
NASDAQ (2579) -3%
Foreign (EAFE) Stocks -8%
-
U.S. GDP expected expansion 1.8%
-
2011 expected earnings increase 16%
-
Stock market - negative correction
-
Questionable economic recovery
Link to full version BWM Letter
Posted in
BWM Letters |
No Comments »
August 25th, 2011
U.S. government debt limit uncertainties
dominated July financial markets while
generally good Q2 earnings were reported
Key Points
-
July, 2011 YTD Total Returns
S&P 500 (1292) 4%
US 10 Yr Bond (2.82%) 5%
NASDAQ (2756) 4%
Foreign (EAFE) Stocks 1%
-
U.S. GDP expected expansion 2.5%
-
2011 expected earnings increase 16%
-
Stock market prices - cautious decline
-
Jobless abnormal economic recovery
Link to full version BWM Letter
Posted in
BWM Letters |
No Comments »
June 30th, 2011
2011 First Half Financial Markets Review
Earnings Growth continues to lead
Employment Growth;
U.S. Debt Ceiling and Deficit Agreements
Are Critical for Future U.S. Prosperity
Key Points
Posted in
BWM Letters |
No Comments »
June 1st, 2011
May 2011 Markets Review
Short Term Risky Trades Taken Off
Added Government Policy Uncertainties
Key Points
- 2011 Year to Date Total Returns
S&P 500 (1345) 8%
US 10 Yr Bond (3.05%) 3%
NASDAQ (2835) 7%
Foreign (EAFE) Stocks 6%
- US GDP expected expansion 2.8%
- 2011 expected earnings growth 14%
- Modest economic recovery
Link to full version BWM Letter
Posted in
BWM Letters |
No Comments »
April 30th, 2011
April 2011 Markets Review
Helicopter Ben, Earnings, Speculation, and Debt
Extremely Stimulative Monetary Policy
continues to boost earnings and speculation
Key Points
- 2011 Year to Date Total Returns
S&P 500 (1363) 9%
US 10 Yr. Bond (3.30%) 1%
NASDAQ (2873) 8%
Foreign (EAFE) Stocks 9%
- U.S. GDP expected expansion = 2.9%
- 2011 expected earnings growth = 16%
- Stock market - trend remains positive
- Modest economic expansion
Link to full version BWM Letter
Posted in
BWM Letters |
No Comments »
April 2nd, 2011
First Quarter, 2011 Financial Markets Review
Extremely stimulative monetary policy
continues to boost earnings
in moderately growing economy
Watch the Net Profit Margins!
Key Points
- 2011 1st Qtr Total Returns
S&P 500 (1328) 6%
US 10 Yr T Bond (3.46%) 0%
NASDAQ (2777) 5%
Foreign (EAFE) Stocks 3%
- US GDP expected expansion 3.3%
- 2011 expected earnings increase 14%
- Stock market trend remains positive
- Modest economic expansion
Link to full version BWM Letter
Posted in
BWM Letters |
No Comments »
March 1st, 2011
February 2011 Month-end Markets Review
Rare Secular Bull or Late Stage
Normal Cyclical Bull Stock Market?
Key Points
- 2011 year to date total returns
S&P 500 (1327) 6%
US 10 Yr Bond (3.42%) 0%
NASDAQ (2782) 5%
Foreign (EAFE) Stocks 6%
- U.S. GDP expected expansion 3.3%
- 2011 expected earnings increase 15%
- Stock market price advance 6 months
- Modest jobless economic recovery
Link to full version BWM Letter
Posted in
BWM Letters |
No Comments »
February 1st, 2011
January 2011 Month-end Markets Review
Earnings and economy are growing as expected
Key Points
- 2011 month to date total returns
S&P 500 (1286) 2%
U.S. 10 Yr Bond (3.37%) 0%
NASDAQ (2700) 2%
Foreign (EAFE) Stocks 2%
- 2011 U.S. GDP expected expansion 3.4%
- 2011 expected earnings increase 15%
- Stock market price advance 5 months
- Modest jobless economic recovery
Link to full version BWM Letter
Posted in
BWM Letters |
No Comments »
January 3rd, 2011
2010 Financial Markets Year End Review
It was a good year
from euro adjustments to tax rate extensions
Profits flowed and investors cheered
It was a good year
- to paraphrase Frank Sinatra
Key Points
- 2010 Total Returns
S&P 500 (1257) 15%
U.S. 10 Yr Bond (3.29%) 6%
NASDAQ (2652) 17%
Foreign (EAFE) Stocks 5%
- U.S. GDP expected expansion 2.6%
- 2010 expected earnings growth 43%
- Stock market price advance 4 months
- Jobless abnormal economic recovery
Link to full version BWM Letter
Posted in
BWM Letters |
No Comments »