What appeared to be a great start to the year has since cooled off. The S&P 500 has had a great year in only eight months. Bonds became a real downer in a very short time. Europe is showing signs of life. Emerging markets have done so poorly, for so long, it might be the next big opportunity. The Fed has done nothing since it announced a planned future possibility of tapering. And the market impatiently throws temper tantrums in the hopes of finding out.
Caught amid all that, investors are scrambling to make up the difference. In the end it still comes down to proper allocation. As is always the case, the question becomes where do we go from here? Continue Reading…