VIEWS: 9 PAGES: 3 POSTED ON: 11/1/2009
Wealth Management with an Artist Approach Our passion is making Wealth Management a beautiful experience. 'The Other Afghanistan', an exhibition of photography by Gloriann Liu, opening on Friday the 13th of February, at 7 pm. The work chosen to show at the Fisch Haus documents several regions of Afghanistan, focusing on the Kabul and Balkh provinces. In a special addition to the event, there will be an accompanying artist's talk prior to the opening, from 5:30-7 pm, where Gloriann will chat with Wichita's own Dr. Schuyler Jones, generally acknowledged to be the original Indiana Jones. Both will recount some of their extraordinary adventures, in an informal storytelling format. Weekly Commentary February 2, 2009 Here’s What You’ll Find in This Week’s Commentary: Markets~We Will Prosper Again. Parents The Markets A quick note—for those of you over the wonderful age of 70 ½, the IRS is giving you a break this year… you don’t need to take a Required Minimum Distribution unless you wish to do so. So far, it is only for this year and of course, you may take it if you wish. If you are taking it automatically and wish it stopped, be sure to let us know. We have seen many turbulent markets and know how hard it is to avoid getting caught up in the media hype. Let’s reflect on some other challenging moments. How about these? The Nifty Fifty in the early 1970s? The first and second oil shocks in the 1970s? The savings and loan crisis in the late 1980s? The tech bubble, which ended in March 2000? Each of these experiences was different, but there was a common lesson in all of them. In each case, investors and our financial system survived. We will survive this moment as well. During periods of market turbulence, the same question tantalizes us: When will this end? No one can predict market turns with certainty. I am convinced that in time, we will get through the present financial problems, and our nation and investors will prosper again. When the markets are in turmoil, we think you, our clients, turn to us not to do something different, but to do what we have always done: Pay attention to risk, rely on a thorough and global research effort and invest for the long term. Please call us with any questions or concerns and Thank You for Your Business! Returns through 01/30/09 Dow Jones Industrials NASDAQ Composite Standard & Poor's 500 MSCI EAFE IL* 1-Week -0.95% -0.06% -0.73% 3.22% Y-T-D -8.84% -6.38% -8.57% -6.34% 1-Year -35.70% -37.15% -39.09% -39.04% 3-Year -9.79% -13.82% -13.71% -15.48% 5-Year -5.27% -6.50% -6.10% -3.08% 10-Year -1.56% -5.15% -4.28% -3.24% *IL: in local currency Source: Morningstar, BigCharts.com, Yahoo.Finance.com, MSCI.com The performance data quoted represents past performance. Indicies are unmanaged and cannot be invested into directly. 3, 5 and 10-year returns are annualized. Assumes dividends are not reinvested. …Parents You know how it can be when people start talking about their new baby or toddler. “Oh Timmy, he is just the smartest tot to ever come down the pike.” “Oh Timmy, he is just the best behaved kid in the world.” “That Timmy he eats with a spoon!” You sit there quietly. You don’t want to be rude so you nod and smile and chuckle. They (those naive parents) think you are nodding, smiling and chuckling because, “Darn it, that Timmy he is the BEST, SMARTEST, CUTEST, MOST talented kid to ever zoom from the womb.” In truth you are nodding, smiling and chuckling because they in for a surprise! They are blinded profusely by the perceived greatness of their mutual creation. God has a plan. He does this to wean them just a bit from their wonderful creation. It will have them scratching their heads in bewilderment, confusion at what has happened to tilt their universe ever so slightly. It isn’t that no one hasn’t told them this would happen but they hoped to avoid it it. Timmy is still that BEST, SMARTEST, CUTEST AND MOST talented spoon wielding kid ever, but something oh something has happened to them. They have changed! They still feel the same, but they are no longer as smart as they used to be, and for some reason little Timmy isn’t keen for the kisses and hugs and would like to be left alone for awhile (this means about 10 years or until the age of 25 whichever comes first). It is all very strange indeed. Just remember! Mother Nature is providential – she gives us twelve years to develop a love for our children before turning them into teenagers! If you would like to review your portfolio, give us a call. Best regards, Jan, Brian & Lorie Graber P.S. Please feel free to forward this commentary to family, friends, or colleagues. If you would like us to add them to the list, please reply to this email with their email address and we’ll ask for their permission to be added. To view past commentaries, please visit our website at www.GraberWealth.com. Are you receiving too much mail regarding your investments? You now have the option to receive all of your information electronically! Visit the link below to be directed to a secure website where you will enter your LPL Financial account number and e-mail address. You will no longer receive investor information through the mail, but can request a hard copy at anytime. Please feel free to contact us if you have any questions regarding this form. https://www.icsdelivery.com/lpl/formnew3.asp Securities offered through LPL Financial, Member FINRA/SIPC * The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. * The Dow Jones Industrial Average is a price-weighted index of 30 actively traded blue-chip stocks. * The NASDAQ Composite Index is an unmanaged, market-weighted index of all over-the-counter common stocks traded on the National Association of Securities Dealers Automated Quotation System. * The MSCI EAFE IL is an unmanaged group of securities considered representative of the non-U.S. stock market in general. * Yahoo! Finance is the source for any reference to the performance of an index between two specific periods. The above indexes are unmanaged indexes, which cannot be invested into directly. Past performances is no guarantee of future results. This information is for informational purposes only and is not intended to provide specific advice or recommendations for any individual. Before making any financial commitments, please consult with your financial professional.
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