1st Quarter 2014

Considering all the hoopla and action that occurred within the stock market in 2013, the start of 2014 has been the exact opposite; NOTHING SEEMS TO BE GOING ON!! For the first quarter of 2014, the S&P 500 total return was +1.9%. Now I suppose that doesn’t seem like a lot, but if you bought a 5 Year Treasury right now you’d lock in an ANNUAL return of 1.74% for the next 5 years. Given that, 1.9% per quarter doesn’t seem so bad. But, nevertheless, coming off nearly a 30% gain last year, our current market returns seem a tad boring.

But, quite frankly, boring returns at these levels should make all of your financial dreams reality. And that is what it is all about, investing wisely in the market in order to achieve life-long and/or multi-generational financial prosperity.

Please click on the link below for the full report.

1st Quarter 2014 Client Newsletter

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