In this section, you will find Novare Capital Management’s commentary and insights of the capital markets as well as some of our current stock picks. This publication is provided to our clients on a quarterly basis.

                        Quarterly Report                                        April 2012   Investment Review and Outlook The equity markets got off to a great start in 2012!  The S&P 500 finished the quarter with a gain of slightly over 12%, the strongest first quarter since 1998. As far as sector performance goes, the first quarter of 2012 was a [...]

        Investment Review  The US stock market closed out the year with a strong rally in the fourth quarter.  The S&P 500 finished the year up 2.1%. The Merrill Lynch Intermediate Corporate Bond Index was up 5.12% for the year. The “risk on” trade was in favor during the 4th quarter and the [...]

Investment Review It was an extremely difficult quarter for the global stock markets. The S&P 500 index finished the 3rd quarter with a 14% loss which left the index down 8.68% for 2011.  Other indices had even more severe losses for the quarter. Small cap stocks declined approximately 20%. Even the fast growing emerging market [...]

Investment Review The S&P 500 finished the second quarter with a positive return of .19% which left the index with a gain of 6% for 2011. The Bond Market was up 2.1% for the Merrill Lynch Intermediate Corporate Index and is up 3.32% YTD. While the S&P 500 finished the quarter flat, it was a [...]

Investment Review The first quarter of 2011 presented the financial markets with two major obstacles: the tragic events in Japan and the Middle East turmoil. In spite of these events, the S&P 500 finished the first quarter with a gain of 5.9%. The Energy and Industrial sectors were the top performing sectors with respective gains [...]