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Recent Reviews:

In general, stocks and bonds trended upwards from the 3rd Quarter losses.  US Stocks and REITs led the way while International and Emerging Markets were more sluggish on the rebound.  To help put some perspective on the Euro Debt Crisis, read the last slide called "The Good Old Days."
Equity markets around the world had their worst quarter since the end of 2008, as investors reacted negatively to the sovereign debt problems in Europe, the budget stalemate in the US, and poor economic data in most developed countries and in some large emerging countries such as China.  In addition, read the discussion piece on "Living with Volatility."
 
Equity markets around the world were little changed in the second quarter, and the broad US market was flat for the quarter.  The last slide continues the discussion on "Is It Different This Time?" by taking a look at headlines from 2nd Quarter 2010 and comparing them to current headlines.
 
  • 2011 1st Quarter Investment Review

    Despite natural disasters in Japan and other countries, increased political turmoil in the Middle East and North Africa, and rising commodities prices, equity markets around the world had good performance in the first quarter. Also, read the discussion titled "Is It Different This Time?", looking at investor sentiment toward stocks.
      
Older Reviews:

2010 4th Quarter Investment Review
2010 3rd Quarter Investment Review
2010 2nd Quarter Investment Review
2010 1st Quarter Investment Review
2009 4th Quarter Investment Review


Educational Videos and Presentations:

A short 4 minute video detailing what federal tax breaks expired for 2012 and what is slated to happen for 2013.

Watch this 4 minute video to see the strategies to implement in your portfolio to help cope with volatile markets.
 
See this 2 minute video for perspective on the historical up and down trends of the stock market.
 
A short 2 minute video explaining what the debt ceiling is and the importance of the debate.
 
Older Presentations:
  • The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, Forefield Inc., December 2010
    Small Business Jobs Act, Forefield Inc., October 2010
    Considerations in Claiming Social Security Retirement Benefits, Forefield Inc., September 2010
    I.O.U.S.A. Solutions, Peter G. Peterson Foundation
    Financial Reform: What it is And Why It Matters To You, Forefield Inc., August 2010 
    Putting Market Volatility in Perspective, Forefield Inc., July 2010
    Health Care Reform: A Timeline of Benefits, Forefield Inc., May 2010
    Dimensional Stories, Dimensional Fund Advisors, January 2010
    2010 Mid-Year Tax Considerations, Forefield Inc., June 2010
    Roth IRA Conversions 2010, Forefield Inc., February 2010
    Behavioral Biases, Scott Bosworth, Dimensional Fund Advisors, September 2009
    Estate Tax Remains in Flux, Forefield Inc., January 2010
    I.O.U.S.A.: The Movie, Peter G. Peterson Foundation
    Government Interventions and Stock Market Returns    , Weston Wellington, Dimensional Fund Advisors, July 2009
    Retirement, Risk and Return, David Booth, Dimensional Fund Advisors, June 2009
    Recent Credit Markets - The Sequel    , David Plecha and Bryce Skaff, Dimensional Fund Advisors, April 2009
    What Should Investors Do Now?,  Weston Wellington, Dimensional Fund Advisors, April 2009
    Current Credit Markets, David Plecha and Bryce Skaff, Dimensional Fund Advisors, November 2008
    Why You Stick Around In A Tough Market, David Booth, Dimensional Fund Advisors, November 2008
    Is It Different This Time?, Weston Wellington, Dimensional Fund Advisors, September 2008
    Nobel Thinkers: Theory, Practice, and Implementation, Dimensional Fund Advisors, July 2007
    Dimensional Thinkers: Eugene F. Fama, Dimensional Fund Advisors, September 2003
    Dimensional Thinkers: Kenneth R. French, Dimensional Fund Advisors, September 2003
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