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Click to read full report. Investment Review for First Quarter 2008
The first quarter of 2008 was marked with turbulence and a historic financial crisis. The S&P 500 was down -9.44% for the quarter while the bond markets as measured by Merrill Lynch Intermediate Corporate Index was up .71%.
 
Click to read full report. Investment Review for Fourth Quarter 2007
2007 was a wild ride! The equity markets started with a bang but ended the year with mixed results. The S&P 500 (dividend included) returned 5.49% and the Lehman Bond Index was up 8.95% for the year. In spite of the turmoil, 2007 was a great year for our company. We have rounded out our team with two new employees that have increased the depth of experience for the firm. We continue to broaden our service offering with enhanced cash flow planning, stock option analysis and other wealth management services. Thank you for your continued confidence in Novare Capital. We look forward to serving you in 2008.
 
Click to read full report. Investment Review for Third Quarter 2007
The third quarter was marked by volatility as evidenced by a 9.4% decline from mid-July to mid-August followed by an 8.7% rally from mid-August to mid-September. After the dust settled, the S&P 500 (dividend included) was up 2.63% for the quarter and the Lehman Intermediate Bond Index was up 3.60% for the quarter. Once again, the volatility in the markets points to the need for a diversified portfolio and a long-term investment game plan which should keep investors from making “emotional mistakes”.
 
Click to read full report. Investment Review for Second Quarter 2007
After a terrific start for the equity markets, we experienced turbulence in late May and early June due to higher rates and global inflation concerns. The S&P 500 for the second quarter was higher by 6.28% and year to date the performance is 6.96%. The Lehman Bond Index was flat for the quarter and is up 1.46% for the year.
 
Click to read full report. Investment Review for First Quarter 2007
The equities markets were volatile during the first quarter. On February 27, 2007 the Asian market plunged roughly 8-9% overnight and the repercussions spread through the rest of the world. This U.S. downturn was exacerbated by fears that problems in the subprime loan market would lead to a financial crisis and economic downturn. These problems abated leaving investors with the opportunity to shop for bargains. This was a necessary and long awaited correction.
 
Click to read full report. Overview of 2006
The equity markets started 2006 on a positive note and did not disappoint. The S&P 500 returned 15.9% and the Lehman fixed income index was up 2.49% for the year. Novare Capital is pleased to report good returns for 2006, and we attribute this to our experience in the markets and our
in-depth analysis of our portfolio companies.
 		 
Click to read full report. Investment Review for the Third Quarter 2006:
The third quarter was one of the best in recent history for stocks. The S&P 500 was up 5.67% for the quarter and up 8.52% for all of 2006. Bonds were less ebullient ending the quarter up 2.93% and the year up 1.72% as measured by the Lehman Intermediate Index.
 
           
  Click to read full report.   Investment Review for the Second Quarter 2006:
 The second quarter 2006 was not as good as first. The month of May was particularly hard with large capitalization stocks losing about 3% and the small caps losing around 6%. The S&P 500 (dividend included) was down 1.44% for the 2nd quarter and up 2.71% for the 1st half of 2006. We are pleased to report that overall our portfolios outperformed the market.
 		   
           
  Click to read full report.   Investment Review for the First Quarter 2006:
2006 started on a solid note. The S&P 500 Cash Index (ex. dividends) posted a strong 3.73% gain for the quarter. The bond market suffered under the pressure of rising short-term rates. The Lehman Intermediate Bond Index was down 1.41% for the quarter.
    
           
  Click to read full report.   Investment Review for 2005: A Ho-Hum Year at Best
After having good returns in 2004, the market for 2005 was lukewarm. The cash S&P 500 returned +3.00 % and the Lehman Bond Index was higher by 1.76% for the year.
    
           
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