You’ve (Almost) Made It Back – Now What?

April, 2012

From October 2007 to March 2009, the major US stock indices lost half their value. Since that time, the markets have recovered some or all of their losses, and investors are understandably wary of the market turbulence. And, it has not been lost on investors that while the markets have been improving over the past 3 years, the first half of each year has been robust, and then the second half has been disappointing or worse. Having just completed the third year in a row with a strong start, the question is, what now? This paper reviews the market performance, economic growth outlook, and key risks facing investors. More importantly, it addresses the question “now what?” with several investment ideas and suggestions for future portfolio decisions.

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