Monthly Recap

July 2013 Monthly Recap

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Happy Friday! It’s that time of year where millions of families start planning to go back to school.  Mark and his family are joining the club as their first child enters the school system in just a few short weeks. It’s bittersweet to send the first duckling out of the nest. Enjoy our monthly newsletter. …

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May Monthly Recap

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June is a wonderful month for fathers and Father’s Day is only two weeks away.  As a father of three boys, I enjoy spending time with the kids more than a gift. Take this time of year to surprise your Dad by asking him to join you for one of his favorite pastimes (baseball game, …

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April Monthly Recap

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All-Time Highs Despite some bumps along the way, both the S&P 500 and the Dow industrials soared to new all-time records… (Read More) Economic Perspective GDP 1st quarter growth 2.5% Unemployment fell to 7.6% New home sales up 18% year-over-year Lower energy costs kept inflation low Bank of Japan announces massive quantitative easing Europe may …

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February 2013 Monthly Recap

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Market Update Continued improvements in economic data seemed to trump any investor anxiety about the sequester – domestic equities ended the month on a high note… (VIEW MORE) Economic Perspective GDP 4th quarter revised to +.1% vs. -.1% Businesses added 157,000 new jobs in January Eurozone GDP fell .6% in Q4 FOMC reaffirmed bond buying …

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January 2013 Monthly Recap

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Equities Soar The Dow industrials haven’t seen a January this good since 1989; the index is now just over 2% away from its pre-2008 high… (More) Economic Perspective Temporary debt ceiling delay until May board GDP slows in 4th quarter: .1% contraction Unemployment: remains unchanged at 7.8% IMF forecasts global growth at 3.4% for 2013 …

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