Newsletters

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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Monthly Recap – May 2010

May . . . At A Glance Stocks were slammed across the board in May as we officially entered a market correction. Investors were concerned about European debt issues creating a worldwide slowdown and European stocks led the way, although risk was punished throughout the markets. Volatility, a way to measure fear, spiked in the …

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Monthly Recap – April 2010

Performance Results Beacon Hill Investment Advisory claims compliance with the Global Investment Performance Standards (GIPS®). Investment Results shown from 3/31/2009 to 3/31/2010 on an annualized basis. Investment Results shown from 8/31/2008 to 3/31/2010 on an annualized basis Beacon Hill Investment Advisory is an independent Registered Investment Advisory. Additional information regarding the firm’s policies and procedures …

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Spring 2010 Quarterly Newsletter

(view as pdf) THE PROACTIVE WEALTH MANAGEMENT PROCESS™ This quarter’s activity: Cash Flow and Retirement Planning takes some work! While we do the majority of the heavy lifting for the Proactive Wealth Management Process– this requires assistance from our clients, and they’ve done a great job! We review how much they’ll need to have for …

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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 …

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