Greetings!
This week, our guest writer is Mark Koebrich from 9News. Worried about your retirement savings? Here's a nice story Mark wrote, interviewing a group of experts, here in Denver. I hope you find 4 minutes or so to watch it! Email me your thoughts! |
| Karl Frank in Investor Advisor Magazine | |
 | | Investor Advisor - November 2011 |
Investor Advisor Magazine's November 2011 edition features Karl Frank. In the article "Never Satisfied" John Sullivan writes: Passion born of tragedy drives Karl Frank to do all he can to help business owners ensure a legacy for loved ones and heirs. Industrial age publisher and philanthropist Frederick Bonfils said there is no hope for the satisfied man. If that's the case, Karl Frank is full of hope.
"I'm never satisfied," Frank says matter-of-factly when asked about his advisory firm.....Read More. |
| Weekly Economic Update | |
ACTIONS IN GREECE & ITALY CALM MARKETS Global investors seemed reassured at the end of last week by developments in the European Union. By Friday, Greek prime minister George Papandreou had stepped down; Italian prime minister Silvio Berlusconi's resignation was at hand. Greek prime minister designate Lucas Papademos and a new coalition government will now be charged with implementing austerity cuts as Greece accepts the EU's latest €130 billion aid package. Italy's senate passed new economic reforms at the end of the week aimed at reducing its sovereign debt. Italy's treasury was also able to sell €5 billion of one-year notes , albeit at 6.09% interest.(1,2)
A BIG REBOUND IN CONSUMER CONFIDENCE The preliminary November consumer sentiment index from the University of Michigan was a nice surprise. It came in at 64.2; far better than the final mark of 60.9 for October and the 61.3 consensus forecast of economists polled by Briefing.com. The reading hasn't been this high since June. The future expectations sub-index improved to 56.2 from the previous 51.8. (3)
OIL PUSHES TOWARD $100 AGAIN
On Veterans Day, oil futures settled at $98.99 on the NYMEX after a +5.02% week that saw prices rise $3.25 across Thursday and Friday. Gold prices posted a weekly gain as well: the precious metal gained 1.83% on the COMEX for the week, and that brought its 3-week advance to 9.32%.(4)
STRONG FRIDAY PUTS DOW BACK IN THE BLACK The DJIA climbed 260 points on Friday after rising 113 points on Thursday, almost offsetting Wednesday's 389-point descent. That left it at +4.98% YTD. Last week's performances: DJIA, +1.42% to 12,153.68; S&P 500, +0.85% to 1,263.85; NASDAQ, -0.28% to 2,678.75. (5,6,7) |
| Trust Company of America Announcement | |
Trust Company of America announces a new web site with new, easier-to-understand graphics and features. I think you will appreciate it. They did research with advisors like us and clients like you to find out how to improve, and they've done a great job. Here is a short video explaining the new software, called "Liberty." Check it out! (8)
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| Market Summary |
|
% Change |
Y-T-D |
1Yr Chg |
5-Year Avg | |
DJIA |
+4.98 |
+7.72 |
+0.00075 | |
NASDAQ |
+0.98 |
+4.82 |
+2.45 | |
S&P 500 |
+0.49 |
+4.15 |
-1.70 |
(Source: cnbc.com, bigcharts.com, treasury.gov, treasurydirect.gov - 11/11/11). Past performance is no guarantee of future results. Indices are unmanaged, and investors cannot invest in them directly. |
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Create a beautiful week!
Karl Frank, MBA, MSF
Certified Financial Planner (R)
A & I Financial Services LLC
303.690.5070
Citations:
(1) - www.cnbc.com/id/45252039/ [11/11/11]
(2) - www.cnbc.com/id/45251641/ [11/11/11]
(3) - briefing.com/Investor/Calendars/Economic/Releases/mich.htm [11/11/11]
(4) - blogs.wsj.com/marketbeat/2011/11/11/data-points-energy-metals-530/ [11/11/11]
(5) - montoyaregistry.com/Financial-Market.aspx?financial-market=retirement-investment-funds&category=3 [11/11/11]
(6) - money.cnn.com/data/markets/dow/ [11/11/11]
(7) - www.cnbc.com/id/45255063 [11/11/11]
(8) - http://www.youtube.com/watch?v=Y031CrTZBAo
(9) - http://www.9news.com/video/default.aspx?
bctid=1277912314001&odyssey=mod|newswell|text|FRONTPAGE|featured
This material has been prepared and is distributed solely for information purposes only. It is not a solicitation or an offer buy any securities or instrument or to participate in any trading strategy. There is no assurance that a particular trading strategy will achieve investment success.
Securities offered through Geneos Wealth Management, Inc., member FINRA/SIPC. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor.
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 | | Save the Date! | |
A&I's annual Holiday Party will be held on Friday December 2nd. Please watch for your invitation! |
| Words for Thought |
"The trust of the innocent is the liar's most useful tool." Stephen King
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| Watch Karl Frank on Channel 9 News & Read his article "Where to Invest in Times of Turmoil" | |
Click Here
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Riddle of the Week |
A sudden noise startles a gopher, an owl and a skunk at the edge of a forest. The owl flies off and the gopher retreats into his burrow, but the skunk runs for the trees. How far can that skunk run into the forest?
Last week's riddle:
What can run but never walks, has a mouth but never eats, has a head but never thinks, and has a bed but never sleeps?
Last week's answer:
A River
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