Advisor Products’ Quarterly Market Summary becomes available Monday for the fourth quarter of 2009.
QMS is a comprehensive analysis of activity in stock and bond markets and examines a range of asset classes.
It is utilized as a companion piece with quarterly performance reports provided by RIAs.
Written by a veteran financial reporter and edited by one of the nation’s leading financial editors, QMS is delivered to subscribers as an eight-page Microsoft Word document 10 days after the end of every quarter. You can cut, paste, and edit QMS to fit your needs.
Each quarterly release of QMS typically covers performance of:
S&P 500 large cap stocks
Russell 2000 small cap stocks
Growth versus value stocks
Corporate earnings
Foreign stocks
Emerging markets
U.S. Dollar versus Euro
Fixed income markets
Two versus 10-year Treasurys
Corporate bonds
Economic growth
Fed interest rate policy
U.S. Retail sales
Consumer confidence
Unemployment
Consumer Price Index
Because of the time sensitive nature of the content, QMS is submitted for review by FINRA only after it is distributed to RIAs. Registered reps, therefore, should consult with their broker/dealer about its use.
QMS is priced at $1,200 for a one year subscription, and can be ordered by submitting this form.