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.

The stock market had a solid year in 2010 with the S&P 500 gaining 15.6%. In the fourth quarter alone, the S&P 500 was up 10.76%. The two top performing sectors were Industrials and Materials. Strength in the Industrial sector was driven by the continued growth of the emerging markets and increased capital expenditures by [...]

Investment Review and Outlook For the 3rd quarter the S&P 500 index was up 11.29%. September was one of the best months for the stock market since 1939! The corporate bond market responded well with a quarterly return of 4.45% as measured by the Merrill Lynch Intermediate index. There was a nice rebound from the [...]

Investment Review and Outlook After a strong 12 month rally of 80%, the stock markets gave back some of their hard fought gains. The second quarter bore all of the weight as the S&P 500 index declined 11.43%. The correction from the April 23rd highs has been approximately 16%. The bond market performed better in [...]

Investment Review and Outlook After a terrific 2009, the equity market had a rocky start to 2010 but posted good returns for the first quarter. The S&P 500 was higher by 5.39% and the Merrill Lynch Intermediate Corporate Bond Index posted a 2.86% return. Earnings for the last quarter generally came in better than expected [...]

Investment Review and Outlook We wish you a Happy New Year and we want to thank you for your trust and patience over the past turbulent two years. In the beginning of 2009, the bear market continued and bottomed in March. From the March lows, the market rallied 67% to the end of the year [...]