October 2013 Monthly Recap

By jporter
Posted on November 5th, 2013

Government Shutdown Ends Equities eventually managed to build on September’s Fed relief rally, thanks to the end of the federal government shutdown, a halt to […]

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Fall 2013 Quarterly Newsletter

By jporter
Posted on October 3rd, 2013

Download PDF Stocks soldier-on Equities confronted several threatening headwinds during Q3: Syria, potential Federal tapering, a looming government fiscal showdown, and fear of contagion from […]

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August 2013 Monthly Recap

By jporter
Posted on September 4th, 2013

We trust you had a nice Labor Day weekend with family and friends! Starting October 1st, you’ll be able to enroll in the new Health […]

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July 2013 Monthly Recap

By jporter
Posted on August 3rd, 2013

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 […]

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Summer 2013 Newsletter

By jporter
Posted on July 4th, 2013

2013 Summer Newsletter It’s been a busy start to summer! At the State level, Governor Kasich signed the State of Ohio biennium budget. While we […]

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May Monthly Recap

By jporter
Posted on June 3rd, 2013

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 […]

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April Monthly Recap

By jporter
Posted on May 2nd, 2013

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 […]

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Spring 2013 Newsletter

By jporter
Posted on April 3rd, 2013

Spring 2013 Newsletter (pdf) We’re thankful the snow has taken a backseat and spring may finally have arrived.  We enjoyed seeing many of you at […]

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February 2013 Monthly Recap

By jporter
Posted on March 5th, 2013

Market Update Continued improvements in economic data seemed to trump any investor anxiety about the sequester – domestic equities ended the month on a high […]

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January 2013 Monthly Recap

By jporter
Posted on February 7th, 2013

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… […]

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