equity markets Archives - Page 5 of 5 - Rightpath Investments & Financial Planning, Inc.

Compelling Interview With SEC Chairman Mary Schapiro

Financial Lifestyle, Investment Management / Steven Smith / June 5, 2012

In this compelling interview, fellow Franklin & Marshall College alum Mary Schapiro discusses how her previous experiences shape her SEC leadership today, as well as the benefits of collaboration, the ways that the SEC uses the advisor perspective in developing policy, and how the SEC will move past the 2008 financial crisis with certain safety nets having been removed by Congress. For anyone interested in how the markets will be regulated moving forward, this interview at the Investment Company Institute Conference is 43 minutes well spent!

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4th Quarter Client Note

Bonds, Financial Lifestyle, Financial News, News, Political News, Wealth Management / Steven Smith / January 12, 2012

From the debt ceiling fight to worries over foreign economies to phenomenal results for the fixed income markets, 2011 was a year of unprecedented volatility for the markets. Investors should, at least, prepared for a continued wild ride—but we also recommend a brief pause for appreciating our blessings, as we do.

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Less Active is More Productive When Vanguard Gets More Passive

Leave a Comment / Investment Management, Wealth Management / Steven Smith / October 18, 2011

The Vanguard Group announces it is abandoning active management in favor of an all passive approach in two of its most popular strategies.

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3rd Quarter Client Note

Leave a Comment / Investment Management / Steven Smith / October 12, 2011

The S & P 500 index was down 13.90 % during the quarter, the worst quarter since the financial panic of 2008. The S & P 500 (US large cap stocks) was actually among the better performers of risky asset classes. Small caps were down 22% and international stocks fell 19.6%. On the other hand,

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The Debt Crisis, Volatility and Long-Term Investors

Leave a Comment / Investment Management / Steven Smith / September 19, 2011

Now that some of the dust is starting to settle from the debt ceiling crisis, it’s a good time for long-term investors to take stock of lessons learned. The lessons are not new ones: having realistic principles to guide your portfolio is still the best hedge against volatility and chaos. And, in the broad scheme of things, it helps to keep your investments in perspective.

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3rd Quarter 2009 Client Note

Leave a Comment / Financial Planning, Investment Management, Money / Steven Smith / October 8, 2009

Here is my client note accompanying 3rd quarter 2009 portfolio reports, discussing the continued turnaround in the markets.

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