• Retirement Plan Login
  • InnoVue Login
  • Privacy Statement
  • Contact Us
facebook
twitter
  • Asset Management & Trust
    • Services
  • Retirement Specialists
  • Consulting
  • Blog
  • Our Team
    • Consulting Team
      • Jeffrey Asher, CFA
      • Gregory Baum, CFA
      • Shannon Carter, CFP®, IACCP®
      • Cathy Friday
      • Andy Hood
      • Peter Junkin
      • Terri McCoy
      • Matt Murphy
      • Steve Replogle, CFA, CPA, CTFA
      • Wendy Wilkerson
      • Mark Williams, CFA
    • Corporate Team
      • Cathy Friday
      • Matt Murphy
      • Wendy Wilkerson
      • Mark Williams, CFA
    • Operations Team
      • Kristi Carter
      • Kayley Carver
      • Debbie Sinard
    • Retirement Services Team
      • Stephanie Corder
      • Dani Gayski
      • Kimberley Horne
      • Nicole Leyva
      • Taylor Schubert
    • Trust Administrative Team
      • Jordan Horn
      • Megan Kershaw
      • Christina Moore
      • Steve Replogle, CFA, CPA, CTFA
      • Karen Smith-Grant
    • Trust Investment Team
      • Jeffrey Asher, CFA
      • Gregory Baum, CFA
      • Vicky Bowron
      • Shannon Carter, CFP®, IACCP®
      • Andy Hood
      • Peter Junkin
      • Steve Replogle, CFA, CPA, CTFA
      • Mark Williams, CFA
  • Financial Calculators
    • Social security retirement income estimator
    • How much will I need to save for retirement?
    • How will payroll adjustments affect my take-home pay?
    • What would my 401(k), 457, or 403(b) Plan be worth?
    • Are my current retirement savings sufficient?
    • How should I allocate my assets?
    • What is my risk tolerance?
    • How much should I save to reach my goal?
    • Compare a Roth 401(k) to a Traditional 401(k)
    • What is the impact of increasing my 457 Plan contribution?

By the Numbers 2Q12

July 31, 2012
by kgrant
0 Comment

Euro-drama continued to make headlines in the 2nd quarter. However–regardless of the many stories of possible inflation, what will happen with the election, Europe, and employment– investors have been quite tolerant. The S&P 500 ended the quarter down 2.75%, but for the year to date was up 9.40%.
As indicated by the chart below, year-to-date, large cap stocks were up 9.4% and ahead of small cap stocks at 8.5%. Fixed income still positive at 2.4%, lagged international stocks which were up 3.3%.

Consumer confidence rose slightly in June to 73.2 from May’s 70.2, though it was down when compared to the reported 79.3 in May.  According to Bloomberg News, consumers fear that the economy will be unable to keep up with inflation. Consumers also continue to be uncomfortable with general employment and economic conditions.

About the Author
Social Share
  • google-share

InnoVue Client Login

Click the login link to access your InvesTrust account information and statements online.

Login>>

Retirement Plan Login

Click the login link to access your retirement plan account information and statements.

Login>>

Contact Information

InvesTrust

5100 N. Classen Blvd.
Suite 620
Oklahoma City, OK 73118

T: 405.843.7177
F: 405.843.7835
E: investrust@investrust.com

Hours of Operation

Monday through Friday
8:00 am to 5:00 pm

InvesTrust is closed for the following holidays:

Friday, Jan. 1 New Year’s Day
Monday, Feb. 15 President’s Day
Monday, May 31 Memorial Day
Monday, July 5, Independence Day
Monday, Sept. 6 Labor Day
Monday, Oct. 11 Columbus Day
Thursday, Nov. 11 Veterans Day
Thursday, Nov. 25 Thanksgiving
Friday, Nov. 26 Thanksgiving
Friday, Dec. 24 Christmas

Newsletter

  • Four Tips to Help Avoid Burnout While Working from Home
  • Sequence Risk: Preparing to Retire in a Down Market
  • Estate Planning Strategies in a Low-Interest-Rate Environment
  • Increased Interest in Medicare Advantage Plans
  • Is Now a Good Time to Consider a Roth Conversion?

Cameron Enterprises

The content on this site is for informational purposes only and should not be considered advice. Additionally, it is important to keep in mind that all investments are subject to risk, including loss of principle. Risk is defined as fluctuation in returns from one period to the next and the potential for loss. A well diversified portfolio may help investors reduce the risk associated with investing. However, diversification does not insure protection against a loss in a declining market.

Circular 230 Disclosure: Please note that Treasury regulations effective June 20, 2005 impose extensive requirements for a formal tax opinion. Since this communication (including any attachments) is not such a formal tax opinion, we are required to advise you that it was not intended or written to be used, and it cannot be used (i) for the purpose of avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. If you would like further information, please contact us.