May 2011 Monthly Recap

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Posted on June 7th, 2011

Equities- Another Greek Tragedy? Equities spent much of May in a gradual but relentless decline that reversed much of April’s strong gains. Investors concerned about […]

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April 2011 Monthly Recap

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Posted on May 10th, 2011

Equities- Earnings above all else Higher commodity prices didn’t stop stellar earnings from pushing stocks up in April. Large company stocks slightly outperformed smaller company […]

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Spring 2011 Newsletter

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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

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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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January 2011 Monthly Recap

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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

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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

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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

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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

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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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Monthly Recap – October 2010

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Posted on October 8th, 2010

The Markets … A Look Back Equity markets continue their robust climb. They were generally lifted by strong corporate earnings, continued accommodative monetary supply (and […]

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