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Wall Street Steward Blog

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LPL Account View - Client Information

As some of you may already be aware, we have been selected to participate in a pilot program for the new Account View. On June 24, the old Account View was migrated with a newer version. We want to apologize for not communicating these changes beforehand. We should have done a much better job letting you know what is going on and how these changes would affect you. Our aim is to ensure that you are completely satisfied with the service you receive from Family Trust Investment Services.

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Quarterly "Sweet Spot"

This week marks the end of the period leading up to the deadlines for oil-related sanctions on Iran, for the countries in Europe to ratify the permanent bailout fund known as the European Stability Mechanism, and for the Supreme Court to rule on the Affordable Care Act. This week also marks a beginning. It is the start of a six-week period that has been the best for the stock market in each quarter of recent years.

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Stocks' Sweet Sixteen

It has been a sweet sixteen weeks for the S&P 500.  The broad stock market index has only had three down weeks out of the past sixteen.  There has not been a sixteen-week period with fewer weeks of losses in over 20 years – since the period ending September 1, 1989!

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Following The Path

Just seven weeks into 2012 and the markets are off to a strong start. The stock market, measured by the S&P 500, has posted a high single-digit gain for the year, and the S&P 500 index is around 1,350. Sound familiar?