April 2011 Monthly Recap

By Mark Fissel
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

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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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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Monthly Recap – October 2010

By Meredith Stoudt
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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Monthly Recap – July 2010

By Meredith Stoudt
Posted on August 8th, 2010

July . . . At A Glance A clean bill of health for European banks and reasonably solid corporate earnings (benefitting from easy year-over-year comparisons) […]

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