Winter 2013 Newsletter

By jporter
Posted on January 7th, 2013

Printable Newsletter in PDF Fiscal Cliff Averted Resilience in the face of adversity seemed to be the theme for 2012. Hurricanes that shuttered Wall Street […]

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November 2012 Monthly Update

By jporter
Posted on December 3rd, 2012

Political Storm Politics and the weather were the primary factors driving equity investors in November. The elections, concern about potential gridlock in Washington, the beginning […]

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October 2012 Monthly Update

By jporter
Posted on November 3rd, 2012

Hurricane Sandy Superstorm Sandy had relatively little impact on financial markets despite the first back-to-back weather-related closings in more than a century… (More) Economic Perspective […]

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Fall 2012 Newsletter

By jporter
Posted on October 5th, 2012

2012 Fall Newsletter- PDF Year-To-Date Highs Domestic equities confounded anyone worried about a possible repeat of August 2011 and reached year-to-date highs in mid-September… (Read […]

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August 2012 Monthly Recap

By jporter
Posted on September 5th, 2012

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 […]

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July 2012 Monthly Recap

By Mark Fissel
Posted on August 3rd, 2012

Reassuring Markets Reassuring words out of Europe helped equities build on the previous month’s strong gains. The Dow industrials managed to squeak over the 13,000 […]

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Summer 2012 Newsletter

By Mark Fissel
Posted on July 5th, 2012

Printable Newsletter in PDF Greek Showdown A strong finish in June couldn’t overcome equities’ difficulties earlier in the quarter as Greece narrowly avoided a showdown […]

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May 2012 Monthly Recap

By Mark Fissel
Posted on June 4th, 2012

Eurozoning Out Equities followed up on a disappointing April with a troubled May, the worst month for the Dow Industrials in two years and one […]

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April 2012 Monthly Recap

By Mark Fissel
Posted on May 5th, 2012

A Pullback in Equities Weakening economic data and renewed anxiety about Europe brought equities’ winning streak to an end in April. (Read More) Economic Perspective […]

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Spring 2012 Newsletter

By Mark Fissel
Posted on April 4th, 2012

PDF Newsletter Equities – onward and upward As the U.S. economy continued its slow march toward recovery and Europe managed to fight off the threat […]

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