E-newsletters

Fundamental Truths 9/20/2011

The last few weeks have provided us with a great display of a churning market, with investors on the edge of their seats trying to determine which of several catastrophes might happen:  Will Greece default? Will the U.S. economy sputter into a “double dip”?,  Will we be attacked by terrorists on the anniversary of 9-11?  All of this makes for great media hype, but it certainly does nothing for our nerves!

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Is the World As We Know It Ending 7/26/2011

In a word, no. But, viewing the political theater taking place in Washington D.C., and listening to the media coverage, one should be forgiven for thinking the end may be near.
 

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Emotional Drivers 8/23/2011

Over the past weeks the markets have continued to move erratically.  Yesterday they snapped back somewhat after trading close to their lows for the year, which were reached just a few weeks ago.  Let us give you our thoughts on the reasons for the volatility.

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Stratford Newsletter 6/28/2011

During a recent meeting one of our clients told us about a senior executive friend of his who was driving home one evening a few days ago and suffered a massive brain hemorrhage.  He was on life support at a local hospital. The story was made even worse by the fact that this gentleman has no children, has been divorced for a number of years, and is not on good terms with his only brother, all of which leaves the issue of what to do next up in the air?

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Deja Vu All Over Again 8/8/2011

As we write this on Monday morning, the market is suffering another sell off as it digests the recent downgrade by S&P of U.S. credit worthiness. This, of course, follows several weeks of significant correction in the securities markets, with all major indexes now officially in “correction” status.

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Beating the Market 6/2/2011

In what seems like ancient history, just several years ago the press and TV media made a big deal about the returns that Yale University made on their endowment program.  The investments involved were deemed “only available to a large endowment program” and the result of superior management by the fund investment gurus. Of course, these investment managers were paid millions for their market acumen, but, according to the press, these multi-million dollar paychecks were well worth it.

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Factoids 5/10/2011

Rather than discuss one specific topic, this newsletter shares several interesting facts we have read over the past several weeks. This is not to draw any financial analysis (or make a political statement) but facts are facts, and together we can draw our own conclusions.

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Higher and Higher 4/26/2011

Practically everyone you talk to these days is projecting higher inflation.  While the Federal Reserve believes inflation will average just over 2.0% for the foreseeable future, a recent survey by the Conference Board reveals that the average U.S. consumer expects prices to increase by 6.7% over the next 12 months.

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Choosing Your Executor 4/5/2011

As we work through estate planning considerations with our clients, one of the most important decisions surrounds who to name as the executor of your estate. For married couples, the decision to name each other in this capacity is usually appropriate and an easy decision.   If you are single or are choosing the backup to your spouse, however, this can be a difficult decision to make.

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World Events (And Your Investments) 3/15/2011

Can you believe the events that we have witnessed in the past few weeks?  Just look at the Middle East, where country after country has seen protests to the established order.  And things are moving very fast. A case in point: after over 30 years in power, it took only 18 days to unseat Hosni Mubarak as the Egyptian President. Next door to Egypt, Libyan President Gaddafi is strafing his own people in a desperate attempt to stay in power, and other rulers throughout the region are reacting to rising protests in their respective countries.

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