Spring 2011 Newsletter

By Meredith Stoudt
Posted on May 4th, 2011

Spring 2011 Newsletter Download PDF Equity Markets Worldwide economic growth shrugged off daunting headlines and markets continued their expansion in the first quarter of 2011. […]

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February 2011 Monthly Recap

By Meredith Stoudt
Posted on May 4th, 2011

Market Update – A Recap Of February News headlines in February were not investor friendly with revolutions in Egypt, Libya, and others coinciding with higher food […]

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401(k) Corner – No Free Lunch

By Meredith Stoudt
Posted on April 4th, 2011

401(k) Corner – No Free Lunch While most plan sponsors understand the underlying investment expenses of their mutual funds, many have an erroneous belief that […]

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Happy Birthday Bull…

By Meredith Stoudt
Posted on April 4th, 2011

Happy Birthday Bull… March 9th marked the 2nd birthday of our current bull market since the S&P 500 bottomed on 3/9/09¹. This bull market has […]

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Equity Markets

By Meredith Stoudt
Posted on April 4th, 2011

Equity Markets Worldwide economic growth shrugged off daunting headlines and markets continued their expansion in the first quarter of 2011. U.S. Large Company stocks experienced […]

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January 2011 Monthly Recap

By Meredith Stoudt
Posted on February 8th, 2011

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 […]

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Winter 2011 Quarterly Newsletter – Business Owners

By Meredith Stoudt
Posted on January 27th, 2011

Winter 2011 Quarterly Newsletter – Business Owners Download Newsletter in PDF   ECONOMIC SUMMARY Goldilocks Brings Investors A Great 2010 While it’s said that economists […]

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Winter 2011 Quarterly Newsletter – Individuals

By Meredith Stoudt
Posted on January 27th, 2011

Winter 2011 Quarterly Newsletter – Individuals Download Newsletter in PDF   ECONOMIC SUMMARY Goldilocks Brings Investors A Great 2010 While it’s said that economists and […]

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Monthly Recap November 2011

By Meredith Stoudt
Posted on December 8th, 2010

The Markets . . . A Look Back November was an interesting month for all markets, to say the least! An optimistic beginning of the […]

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Fall 2010 Quarterly Newsletter

By Meredith Stoudt
Posted on November 7th, 2010

THE MARKETS . . . A LOOK BACK   This month and quarter proved a profitable one for most investments and our clients. A combination […]

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