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News and Events
Looking Back, Looking Ahead… What Do We See on the Stock Market Horizon? December 31, 2009 marked the end of the fourth quarter, the year, and the first decade of the 21st century… Read More… Active vs. Passive: Active Wins in 2009 There has been a long-running and lively debate in the world of money management about which is the better strategy over the long run… Read More… Bonds Rally, Then Rest: Defense Is the Best Offense The bond market rally ended abruptly in the fourth quarter, with total index returns marginally up on the taxable side… Read More… Quarterly Performance Benchmarks
* Sources: The Financial Times, KLD (www.kld.com), MSCI, and The Wall Street Journal. † The 3-Year and 5-Year returns are average annual returns for that benchmark. Performance data quoted represent past performance and are not guarantees of future results. Investing involves risk, including loss of principal. Passive benchmarks are unmanaged groups of stocks and are not directly available for investment. Lipper Mutual Fund Benchmarks are compiled by Lipper, Inc., a Reuters company. Information has been obtained from sources considered to be reliable; however, neither FAFN nor its agents guarantee the accuracy of the numbers reported. The views expressed in this Market Commentary are those of First Affirmative and may not be consistent with the views of individual investment advisors, broker-dealers, or RIA firms doing business with First Affirmative. Mention of a specific company or security is not a recommendation to buy or sell that security. For information regarding the suitability of any investment for your portfolio, please contact your financial advisor. Kevin O’Keefe, First Affirmative’s Chief Investment Officer, is responsible for due diligence and monitoring of mutual funds and separate account managers. Charles Sandmel is a First Affirmative Investment Advisory Representative. A 30-year veteran portfolio manager and past Director of the National Federation of Municipal Analysts, Charles manages fixed-income separate accounts for First Affirmative clients. |
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| First Affirmative Financial Network, LLC is an independent Registered Investment Advisor (SEC File #801-56587). The information posted on this website is for informational use only. As such, it is illustrative in nature and subject to change. This is neither an offer to sell nor a solicitation of an offer to buy any securities that may be mentioned herein. Nothing on this website should be considered financial or business advice. All investment reporting is based upon historical information and should not be considered indicative of future results. First Affirmative will never guarantee specific investment results. The information contained herein has been obtained from sources considered to be reliable, but First Affirmative does not guarantee the accuracy of any specific statement contained herein. View our Privacy Policy. View our Internet Security information. |
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