November 2014 Monthly Recap

By jporter
Posted on December 4th, 2014

Wishing you and your family well for the holiday season. Both the Fissel and Edgington households will be fun-filled with all the little ones enjoying […]

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October 2014 Monthly Recap

By jporter
Posted on November 5th, 2014

November is the month for giving thanks. As the holiday season kicks off, try to remember to tell your family and friends how much you […]

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Fall 2014 Newsletter

By jporter
Posted on October 3rd, 2014

2014 Fall Newsletter (pdf) Thanks to our great clients, we’re now in our 7th year of serving individuals and retirement plans. Our clients and partners […]

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August 2014 Monthly Recap

By jporter
Posted on September 5th, 2014

Back to School – Our little Harrison started his first day of pre-school last week. You can see how proud he was to be like […]

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Monthly Recap – July 2014

By jporter
Posted on August 6th, 2014

Clint and Jenny and the boys had a great time in MI last week!  Hard to believe summer is quickly passing us by. An interesting study […]

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Monthly Recap – May 2014

By jporter
Posted on June 3rd, 2014

“Sell in May, Go Away” Those that positioned for this old investment adage, didn’t fare so well last month… (Read More) Economic Perspective GDP contracted […]

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Monthly Recap – April 2014

By jporter
Posted on May 6th, 2014

Momentum Stocks The rotation in equities, a steady hand at the Fed, and little inflation in sight helped keep the benchmark 10-year Treasury yield low… […]

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Spring 2014 Newsletter

By jporter
Posted on April 3rd, 2014

Bumpy But Increasing After a dismal January, equities regained strength once Congress avoided a fight over raising the debt ceiling limit. By early March the […]

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February 2014 Monthly Recap

By jporter
Posted on March 4th, 2014

Rebound Equities recovered from January’s losses in fine style. The Nasdaq continued to lead the pack year-to-date, but by the end of the month the […]

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January 2014 Monthly Recap

By jporter
Posted on February 6th, 2014

Emerging Markets Increased confidence in a strengthening U.S. economy helped decrease investor confidence in several emerging-market countries, and financial markets around the world felt the […]

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