Newsletters

January 2011 Monthly Recap

Market Update – A Recap Of January January continued the equity market strength, with the Dow finally breaking 12,000, a milestone not seen since the summer of 2008. In addition, 72% of companies reported earnings in January beating expectations. Valid concerns persist about the bull market being a liquidity event orchestrated by the Fed; however, …

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Winter 2011 Quarterly Newsletter – Business Owners

Winter 2011 Quarterly Newsletter – Business Owners Download Newsletter in PDF   ECONOMIC SUMMARY Goldilocks Brings Investors A Great 2010 While it’s said that economists and analysts make predictions in order to give weathermen something to laugh at, a solid review of where we came from is necessary in order to focus on the future. Click …

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Winter 2011 Quarterly Newsletter – Individuals

Winter 2011 Quarterly Newsletter – Individuals Download Newsletter in PDF   ECONOMIC SUMMARY Goldilocks Brings Investors A Great 2010 While it’s said that economists and analysts make predictions in order to give weathermen something to laugh at, a solid review of where we came from is necessary in order to focus on the future. Click …

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Monthly Recap November 2011

The Markets . . . A Look Back November was an interesting month for all markets, to say the least! An optimistic beginning of the month was quelled by continued concerns of Europe’s economies, this time centered on Ireland’s bailouts and planned fiscal austerity. Fears of default and concerns of the validity of the Eurozone …

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Fall 2010 Quarterly Newsletter

THE MARKETS . . . A LOOK BACK   This month and quarter proved a profitable one for most investments and our clients. A combination of mildly positive economic data and verbal support of potential future easing from the Fed decreased the fear of the dreaded “double dip.” International stocks led the way, both due …

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