Team Thoughts


by Michael C. Stalker

2017 First Quarter Newsletter & Outlook1

If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 1.67% after fees through March 3
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by Michael C. Stalker

2016 Year End Newsletter & Outlook1

If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 3.47%1 after fees this year thro
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by Michael C. Stalker

2016 Third Quarter Report1

If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 4.71% after fees this year throu
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by Michael C. Stalker

2016 Second Quarter Report1 - Global Interest Rate Mania

If MCS clients' investments were treated as one large portfolio including their cash, on average clients gained 3.67% after fees through June 30, 20
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by Michael C. Stalker

2016 Q2 Toxic Demand and Financial Manias

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by Michael C. Stalker

2016 First Quarter Report

If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 1.44% after fees. The range of i
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by Michael C. Stalker

2015 Year End Newsletter & Outlook

If MCS clients’ investments were treated as one large portfolio including their cash, clients gained 1.64% after fees. The range of individual cli
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by Michael C. Stalker

2015 Third Quarter Report1

Despite the 3rd quarter turmoil, MCS client portfolios remained stable. If MCS clients’ investments were treated as one large portfolio including
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by Michael C. Stalker

2015 Second Quarter Report1

I am playing with the format of this report to hopefully make it more accessible. MCS clients’ interest in financial markets varies considerably
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by Michael C. Stalker

2015 Performance Report and Investment Outlook1

If MCS clients were one large portfolio including their cash, the first quarter 2015 return was 1.35%. Individual client returns ranged between -.
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by Michael C. Stalker

2015 Performance Report and Investment Outlook1

If MCS clients were one large portfolio including their cash, the 2014 return was 8.99%. Individual client returns ranged between 14.71% and 3.72%
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by Michael C. Stalker

2014 Third Quarter Report1

If MCS clients were one large portfolio, the year-to-date return through September 30th was 6.42%. Individual client returns ranged between 3.09%
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by Michael C. Stalker

2014 Performance Report and Investment Outlook1

If MCS clients were one large portfolio, the year-to-date return through June 30th was 5.5%. Individual client returns ranged between 1.7% and 9.8
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by Michael C. Stalker

2014 Performance Report and Investment Outlook1

For calendar year 2013, aggregate MCS client assets gained 4.5%. Returns on client portfolios invested for the entire year ranged from -1.8% to 8.
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by Michael C. Stalker

2013 Performance Report and Investment Outlook1

Year to date through September 30 2013, aggregate MCS client assets gained 2.41%. Stocks represented by the S&P 500 index turned in a very st
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by Jeffrey B. Yamada

Schwab's Inherited IRA Guide

Below is a link to Schwab's Inherited IRA Guide. This guide is provided to the benefiicaries of an IRA upon the death of the IRA owner. Schwab's
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by Michael C. Stalker

Interest Rates and Bond Prices

One way to gauge the impact of interest rates on bond prices is to calculate the duration* of a bond or bond portfolio. Duration is expressed in years
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by Jeffrey B. Yamada

Industry Recognition

MCS was recently identified as a “top performer” and “innovator” in the InvestmentNews 2013 Adviser Technology Study. Our firm was selected fr
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by Michael C. Stalker

2012-2013 Performance Report and Investment Outlook

Individual client returns ranged from 2.9% to 12.2% for the year. These asset value increases compare with 16% for the S&P 500 (stock index) and
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by Michael C. Stalker

2012 Performance Report and Investment Outlook

If MCS clients’ assets were one big portfolio, 2012 investment performance was up 6.4%. Individual client returns ranged from 2.9% to 12.2% for th
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by Michael C. Stalker

2012 Second Quarter Performance Report and Investment Outlook

After stunning first quarter returns (up 12%), stocks1 lost 3.3% in the second quarter, yet they remained up 8.3% for the year (through June 30). By
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by Michael C. Stalker

2012 First Quarter Performance Report and Investment Outlook

During the quarter, MCS cautiously expanded its stock buying, depending on client circumstances. The move into stocks had been planned for months an
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by Michael C. Stalker

Bank Transfer Day

See and read Michael's comments on KMTR regarding Bank Transfer Day. http://www.kmtr.com/news/local/story/Bank-Transfer-Day-what-is-it-and-what-are-t
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by Michael C. Stalker

2012 Third Quarter Performance Report and Investment Outlook

If MCS clients’ assets were one big portfolio, performance year to date was up 5.5% through September 30. Individual client returns ranged from 2
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