Archive for the 'BWM Letters' Category

Banach Wealth Management Nov. 3, 2010 Letter

Thursday, November 4th, 2010
October 2010 Financial Markets Review
U.S. citizens vote for political change again!
Key Points
  • 2010 Year to date Total Returns
    S&P 500 (1183)                      7.5%
    U.S. 10 Yr Bond (2.61%)          12%
    NASDAQ (2507)                    10.5%
    Foreign (EAFE) Stocks               4%
  • U.S. GDP expected expansion    2.6%
  • 2010 earnings expected increase 42%
  • Stock market small upward bias
  • Jobless abnormal economic recovery

Link to full version BWM Letter

Banach Wealth Management Sept. 30, 2010 Letter

Thursday, September 30th, 2010
Third Quarter 2010 Financial Markets Review
Unexpected recovery of most Second Quarter Losses
Key Points
  • 2010 Year to Date Total Returns
    S&P 500 (1141)                          3%
    US 10 Yr Bond (2.51%)              13%
    NASDAQ (2368)                          4%
    Foreign (EAFE) Stocks                -1%
  • U.S. GDP expected expansion     2.7%
  • 2010 earnings expected increase 40%
  • Stock market small upward bias
  • Jobless abnormal economic recovery

Link to full version BWM Letter

Banach Wealth Management July 19, 2007 Letter

Thursday, July 19th, 2007
Ten Retirement Planning Mistakes
To Recognize and Avoid
  • 10 Setting and Forgeting the Plan
  • 9 Emotional Triggers
  • 8 Unlimited Piggy Bank
  • 7 Counting on the kids
  • 6 I don’t know and
    am afraid to find out
  • 5 Taking the wrong path
  • 4 The Broken Funnel
  • 3 Great Grandma’s Misfortune
  • 2 Give me what I want now
  • 1 There’s always tomorrow

Link to full version BWM Letter