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Presidential Elections and Market Returns

How should my portfolio be allocated as the election nears? Should I re-allocate now in anticipation of election results or wait until the election is decided before making adjustments? Should I put excess cash to work now or wait until 2013? These are questions investors are asking as the November election nears. David G. Booth of Dimensional Fund Advisors analyzed this same issue in an article in 2004. Booth analyzed five return relationships* within stock and bond allocations for the five months leading up to and twelve months following a presidential election.

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Don't Fight the Fed ...Rebalance

A week and a half ago, the Federal Reserve (the Fed) announced a third series of measures for quantitative easing or “QE3”.

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Perspective on the Fiscal Cliff

If you have not already heard reference to the “fiscal cliff” you probably soon will. We feel it is important for our clients to have knowledge of what this refers to and how SYM Financial is approaching this potential economic event.

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The Death of Equities, Revisited

A recent article appearing in the Financial Times caught our eye—or perhaps we should say ear. At first glance it was unremarkable—just one among dozens of recent think pieces suggesting that investors were losing interest in stocks as markets around the world continued to stagnate.

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Preparing for the Next Correction

Last week the Dow broke 17,000. Even the small-cap index, the Russell 2000, notched a new high, illustrating the breadth of this healthy bull market. The NASDAQ, believe it or not, is less than 15 percent away from the record set in the crazy dot-com era market of 2000. Yet valuations are not even close to the extremes of those days.

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