Spectrum Advisors Press Releases & News Articles
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Spectrum Advisors • 1-972-931-3700
Now more than ever,we recommend diversification. We have incorporated alternative investment products which have no correlation to the stock and bond markets for many of you to complement the more traditional portfolio holdings of stock and bond investments. [full story]
Economic experts agree that the recession is over, but they differ on opinion as to what lies in the future. The recession was recently declared over by the National Bureau of Economic Research. [full story]
Tax time can be frustrating to many because paying taxes means having less to spend on the things that matter most to you. [full story]
There is an old adage . . . "Sell in May and go away!" It certainly seems that this year that could have been wise advice… provided you chose to get reinvested in July. [full story]
Even when a family business has a solid succession plan in place, a change in circumstances can throw a wrench into the works. Dallas-based financial adviser Mike Reppert, a senior partner at Spectrum Advisors, helped guide a client through just such a situation. [full story]
In today’s shaky economic environment, there are new rules that need to be considered if you want your money to work for you in retirement. We can no longer rely on conventional thinking and traditional methods of planning and investing to get us through the golden years. We have to think differently or we will not be able to get what we want out of our finances in the future. [full story]
Dallas certified financial planner Michael Reppert understands Kiyosaki's perspective, especially his argument that taxes are headed higher because of the health care overhaul and its effect on government spending. [full story]
Just over a year ago, on March 9th of 2009, the market ended its seemingly limitless freefall that began in September 2008 after the collapse of Lehman Brothers and subsequent panic. From that low point, the S&P 500 index gained 68.6%(!!), with the Emerging Markets index nearly doubling- a return of almost 100%!(Source: BTN Research) This offered significant validation of the historical market precedent that panic–driven crashes most times end with eye-popping rallies! [full story]
Spectrum Advisors is proud to have been selected as one of Texas' top ten financial advisors by Goldline Research Selection for 2009. [full story]
Where do we go from here? That is the question that economists and investors are asking themselves daily. After the near-meltdown that began in autumn of 2008 and extended into March of 2009, the markets have rallied strongly! [full story]
Since the March low, we have seen a rally of over 50% on the S&P 500 index! Virtually all stock and bond market asset classes are higher for the year. One notable exception is the US Intermediate T-bill, which is modestly negative for the year. Safety has its price! [full story]
In our last update, we discussed our expectation that 2009 would be a better year for the markets in terms of return. Following a nice rally in December, the market pulled back sharply in January and February. Uncertainty over rumored bank nationalization and concerns regarding the negative effects (increased deficits, high inflation) of potential wasteful spending in hastily passed "stimulus" and omnibus budget bills spooked the markets. [full story]
The year 2008 will certainly be looked back on as a year of historic proportions. The crisis in the credit markets created a risk aversion hysteria that resulted in a steep decline in the value of virtually all asset classes involving risk- stocks, bonds and commodities. The year saw the bellwether S&P 500 index decline by 34% with the NASDAQ and international indexes posting even greater declines. [full story]
As a Dallas native, Mike Reppert is in his third decade of providing fee-based comprehensive financial planning and advice to a very select clientele who consist of some of the wealthiest families in Texas. [full story]
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