Beese Fulmer Wealth Management Commentary
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3Q12 Investment Outlook: The Core of the Matter
Monday, October 15, 2012
The third quarter was another good one for stock market investors. So far this year, May has been the only negative month for equities. The S&P 500 Stock Index, the most widely tracked stock benchmark among investment professionals, enjoyed a total return of 6.35% during the third quarter and gained an impressive 16.4% through September. The S&P 500 is a capitalization-weighted index, meaning that a company’s weight in the index is the result of its stock price times its number of shares outstanding.
2Q12 Investment Outlook: What Gives?
Thursday, July 12, 2012
Despite a somewhat weak second quarter, stocks ended June with the lion’s share of their first-quarter gains. As you can see, the S&P 500 Stock Index declined by 2.75% in the three months ending June, but we enter July with a very healthy 9.48% total return. For the Dow Jones Industrials, the loss of 1.84% leaves the 30-stock benchmark with a 6.82% first-half return.
1Q12 Investment Outlook: The Game of Risk
Thursday, April 12, 2012
Although 2011 was definitely a “risk-off” year, 2012 has commenced with an emphatic “risk-on” attitude. As you may recall, the S&P 500 Index returned just 2.1% last year, and the best- performing sector of the benchmark was the normally-moribund Utilities component, which lit up the other nine sectors with a 19.9% return.
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