News & Events

2012 Outlook: Meeting in the Middle

January 31, 2012

While the last few years have been highlighted with record swings in market returns and widely oscillating economic data, we expect 2012 will be less about the fringes and more about the middle. While volatility is likely to remain elevated, the market and its economic backdrop may begin to migrate from the extremes — oftentimes even polarized extremes — toward a more normalized period where investor sentiment, economic activity and the market’s direction start to move increasingly in alignment.

While moving away from the drastic extremes will be a welcome environment for whipsawed investors, the center offers its own distinct challenges and opportunities. The key hurdle for the market in 2012 will be finding the right balance or Meeting in the Middle. Consumer sentiment, business leaders, policymakers and geopolitics are going to have significant impact on the investment environment.

View the Outlook 2012 video presentation here:

2012 Tax Digest

November 28, 2011

As you know life is often easier when you're ahead of the game - at M Financial our hope is to help you. In keeping with that goal you will find below our 2012 Tax Digest, which identifies some key considerations for 2012 which may be helpful for your personal planning heading into the New Year. If you have any questions regarding the attached, please contact us.

Click here for the Tax Digest.