Our Writings

August 2012 Monthly Recap

Third Consecutive Month of Gains

After six straight weeks of gains, equities took a bit of a breather at month’s end. The S&P spent the last half of the month bumping its head up against its year-to-date high of 1419 but never quite managed to close above it… (Read More)

Economic Perspective

  • Federal Reserve Chairman said the Fed is ready to supply fresh economic support if needed
  • GDP grew at 1.7% in Q2 versus estimated 1.5%
  • Unemployment creeps to 8.3%
  • Slower Chinese manufacturing growth – more stimulus?
  • Consumer spending saw biggest monthly increase since Feb. (Read More)

New Taxes in 2013

Two new Medicare-related taxes take effect in 2013; find out if you’ll be affected… (Read More)

A Portfolio’s Road Map

An investment policy statement (IPS) is designed to ensure that both sides understand the scope of the manager’s decision-making authority… (Read More)

Healthcare Lunch & Learn

How does the recent Supreme Court ruling on healthcare impact you? RSVP. (Read More)


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