Banach Wealth Management

Welcome to Banach Wealth Management

Joe — Thu, 01 Sep 2011 17:51:00 +0000

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.

Banach Wealth Management Aug. 31, 2011 Letter

Joe — Thu, 01 Sep 2011 17:47:25 +0000

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

Banach Wealth Management Aug. 1, 2011 Letter

Joe — Thu, 25 Aug 2011 18:47:24 +0000

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

Banach Wealth Management June 30, 2011 Letter

Joe — Thu, 30 Jun 2011 22:51:25 +0000

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

2011 First Half Total Returns
S&P 500 (1320)                          6%
U.S. 10 Yr Bond (3.16%)             2%
NASDAQ (2773)                          5%
Foreign (EAFE) Stocks                 3%
U.S. GDP expected expansion = 2.6%
2011 expected earnings increase 16%
Stock market prices = trend less
Abnormal jobless economic recovery

Link to Full Version BWM Letter

Banach Wealth Management May 31, 2011 Letter

Joe — Wed, 01 Jun 2011 00:02:02 +0000

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