Winter 2011 Quarterly Newsletter – Individuals

Winter 2011 Quarterly Newsletter – Individuals Download Newsletter in PDF   ECONOMIC SUMMARY Goldilocks Brings Investors A Great 2010 While it’s said that economists and analysts make predictions in order to give weathermen something to laugh at, a solid review of where we came from is necessary in order to focus on the future. Click …

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Monthly Recap November 2011

The Markets . . . A Look Back November was an interesting month for all markets, to say the least! An optimistic beginning of the month was quelled by continued concerns of Europe’s economies, this time centered on Ireland’s bailouts and planned fiscal austerity. Fears of default and concerns of the validity of the Eurozone …

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Fall 2010 Quarterly Newsletter

THE MARKETS . . . A LOOK BACK   This month and quarter proved a profitable one for most investments and our clients. A combination of mildly positive economic data and verbal support of potential future easing from the Fed decreased the fear of the dreaded “double dip.” International stocks led the way, both due …

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Monthly Recap – October 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 the promise of more), and the Republican takeover of the House (with the presumptive business friendly policies). This market appears to be driven by broad macro themes, rather than individual …

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Monthly Recap – July 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) lifted the markets this month. Bond investors stayed wary of the markets, however, as actual economic data has not been exciting. This continued to depress yields even further, thus buoying …

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