Monthly Recap

Monthly Recap – February 2010

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Our Clients’ Have Enjoyed Outperformance, in Good Times and Bad! Beacon Hill Investment Advisory claims compliance with the Global Investment Performance Standards (GIPS®) Investment Results shown from 8/31/2008 to 12/31/2009 on an annualized basis. Beacon Hill Investment Advisory is an independent Registered Investment Advisory. Additional information regarding the firm’s policies and procedures for calculating performance …

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Winter 2010 Quarterly Newsletter

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Winter 2010 Quarterly Newsletter (view as pdf) WE’VE MOVED! 84 South Fourth Street Columbus, OH 43215 P:   614.469.4685 TF: 888.614.4625 Open House: Feb. 4th 5:30 p.m. to 7:30 p.m. Join as we celebrate our new location! We’ll be enjoying a gourmet coffee/hot chocolate bar and wine tasting with German Village’s “Hausfrau Haven.” UPCOMING EVENTS Roth …

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Monthly Recap – January 2010

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January . . . At A Glance (2010) We saw the market finally take a breather in January, which most believe is long overdue. We have been scaling back risk since November in anticipation of a pullback. We can see the domestic stock indices pulled back, and foreign stocks were buffeted by both losses, as …

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Monthly Recap – November 2009

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November. . . At A Glance (2009) After the equity markets took a healthy breather in October, the markets again strengthened in November. In general, leading economic indicators and data are still positive and increasing in breadth. Risk, however, was not rewarded across the board and more conservative investments showed relative strength. Larger companies outperformed …

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Monthly Recap October 2009

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October. . . At A Glance (2009) In short, equity markets took a breather in October with U.S. markets down across the board. The equity markets have been on a tear since March, with October being the first month that the broad market closed at a loss since then. Foreign markets faired slightly better in …

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