Newsletters

Monthly Recap – February 2010

Our Clients’ Have Enjoyed Outperformance, in Good Times and Bad! Beacon Hill Investment Advisory claims compliance with the Global Investment Performance Standards (GIPS®) Investment Results shown from 8/31/2008 to 12/31/2009 on an annualized basis. Beacon Hill Investment Advisory is an independent Registered Investment Advisory. Additional information regarding the firm’s policies and procedures for calculating performance …

Read more

Winter 2010 Quarterly Newsletter

Winter 2010 Quarterly Newsletter (view as pdf) WE’VE MOVED! 84 South Fourth Street Columbus, OH 43215 P:   614.469.4685 TF: 888.614.4625 Open House: Feb. 4th 5:30 p.m. to 7:30 p.m. Join as we celebrate our new location! We’ll be enjoying a gourmet coffee/hot chocolate bar and wine tasting with German Village’s “Hausfrau Haven.” UPCOMING EVENTS Roth …

Read more

Monthly Recap – January 2010

January . . . At A Glance (2010) We saw the market finally take a breather in January, which most believe is long overdue. We have been scaling back risk since November in anticipation of a pullback. We can see the domestic stock indices pulled back, and foreign stocks were buffeted by both losses, as …

Read more

Monthly Recap – November 2009

November. . . At A Glance (2009) After the equity markets took a healthy breather in October, the markets again strengthened in November. In general, leading economic indicators and data are still positive and increasing in breadth. Risk, however, was not rewarded across the board and more conservative investments showed relative strength. Larger companies outperformed …

Read more

Fall 2009 Quarterly Newsletter

FALL 2009 Quarterly Newsletter (view as pdf) UPCOMING EVENTS October 8, 2009 “Retirement and Wealth Planning workshop” Worthington Hills Country Club 6:30 PM Oct. 28 & 29, 2009 The Ohio Society of CPA’s Columbus Accounting Show The Columbus Convention Center 9:00-5:00 PM November 11, 2009 “Investment Management, Asset Allocation, and dealing with uncertainty in the …

Read more
Page 23 of 24« First...10«2021222324»