The Ultimate New Client Presentation - On Wall Street

The Ultimate New Client Presentation - On Wall Street

Will 2012 Be a Monster Year For the Stock Market?

First I would like to say we had the strongest January since 1997 years, up 4.4%. Since 1950 the stock market has had a down year only 3 times after being up in January, which is an 89% track record! When you couple that with an election coming in November, mass stimulus from the Fed and nearly every economic indicator improving I’d say we look to continue the march higher.

              Market Update

Watching this market close in on upside targets is like watching a movie I have seen before. Some readers want to know where to find dividend income now that the Fed has committed to low rates until 2014. Money market funds will not keep up with inflation. Bond funds look like they may begin a new bear trend sometime in 2012. Stock funds are too volatile to be considered cash or fixed income investments even though our core portfolio equity positions yield north of 10%. I think that means you need to consider stock market certificates or structured products (see our conservative portfolio in this newsletter). Try building a “cash ladder” of varying maturities to squeeze out the possibility of higher yields with maximum safety.

Becoming A Lean, Mean Referral Machine - On Wall Street

Please check out my latest article on how to get more referrals in On Wall Street

Becoming A Lean, Mean Referral Machine - On Wall Street