Quarterly Market Reviews 2011 | Current Market Economy Review

In the Investment Trends column of the Milwaukee Journal-Sentinel, Top-Down investment strategies are achieving positive results.
Read article on Top-Down Investing

Additional articles in the Milwaukee Journal Sentinel featuring Falcons Rock:
One is a fascinating story about a Mequon drug development company, which has a few of our clients as private investors.
Read article about our angel investors

Another features us in the Market Trends column: Strategy targets uncertain economy - and how Falcons Rock confronts specter of slow growth.
Read how we help clients get ready

We have recently been accredited by the Better Business Bureau of Wisconsin. Click on the BBB logo below to review our Reliability Report.

There is a great deal of debate in the investment industry regarding active vs. passive (indexing) investment management. We researched this topic and the results might be surprising to you. Please see our research paper on this subject...more

We have experienced interesting situations with our clients. To update you on our firm’s activities, check out examples of recent work we have done for our clients...more

It's a Wonderful Life

Happy New Year! As I write this letter, we've wrapped up another holiday season and I am reminded by the classic Christmas movie It's a Wonderful Life of the many blessings we all have as Americans. I'm sure you all know the story about George Bailey, who was ready to give up due to a series of financial crises.
Read full review.

MARKET REVIEW ARCHIVE

Review for 2011 Quarter 3

Moneyball

In September 2011, "Moneyball" premiered in movie theaters around the country. Having read the book by Michael Lewis back in 2004 and being a big baseball fan, I was quite interested in seeing the movie...and it did not disappoint! Brad Pitt plays the role of Billy Beane, the General Manager of the Oakland A's , who utilized carefully interpreted player statistics, rather than conventional baseball scouting methods, to build a team that won over 100 games in two consecutive seasons (2001-2002) despite having the lowest player payroll in the Major Leagues.
Read full review.

Review for 2011 Quarter 2

Headlines

I wonder how many of us simply read the headlines of our favorite periodical or website and don’t dig very deep into the story behind them. Reading headlines alone can provide incredibly conflicting information. Since we live in a fast-paced society that leaves little time for in-depth reading... we want information fast and we want it now! While predictions on the markets, economies and politics can make for interesting cocktail party conversation, making meaningful investment decisions based on reading headlines is not good practice. Read full review.

Review for 2011 Quarter 1

Stormy Events

The stormy events of the first quarter highlight how unpredictable investment markets really are. If you were to tell investors prior to the quarter that there would be revolutions in the Middle East, an earthquake and nuclear disaster in Japan, and political demonstrations around the U.S., how many would speculate that the U.S. stock market would be up 6-9%? Read full review.