Most advisers didn't foresee the Dow's big run -
Published Monday, December 30, 2013 at 3:00 pm / Updated at 6:42 pm
Money Talks
Most advisers didn't foresee the Dow's big run

In the Money Talks blog, The World-Herald shares the latest in Nebraska business and development, with behind-the-scenes notes from our Money team. Read more and join the conversation.

In a World-Herald story last January, investment advisers Jeff Sharp of SilverStone and Brian Kirkpatrick of Bridges Investment Management came closest to predicting the highest 2013 level of the Dow Jones Industrial Average, each picking 16,000.

We reminded you about their top picks in November when the Dow crossed the 16,000 mark.

Then a reader asked: So, how did the six other advisers polled for the story do?

The answer: They were less optimistic and, given the Dow's 25 percent gain in 2013, missed the Dow's high by as much as 2,000 points.

The other advisers who were polled last January and their predicted 2013 Dow peaks:

Russ Kaplan, Russ Kaplan Investments, 14,622; Ron Carson, Carson Wealth Management, 15,750; Mark Wynegar, Tributary Capital Management, 14,200; George Morgan, University of Nebraska at Omaha, 15,050; Dan Feltz, Feltz Wealthplan, 14,450; Mike Bridgman, Cambridge Advisors, 14,400.

But with another year comes new predictions. If you missed our story Sunday, check out the advisers' picks for 2014.

Contact the writer: Steve Jordon    |   402-444-1080    |  

Steve covers banking, insurance, the economy and other topics, including Berkshire Hathaway, Mutual of Omaha and other businesses.

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