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Summer 2010 Quarterly Newsletter

THE MARKETS … A LOOK BACK Our current sunny skies certainly have not matched the market performance this quarter! Investors’ concerns about European debt issues were dampened slightly, and the focus turned to the overall pace of economic recovery, which you can see was disappointing from the graph below. The fixed income markets had an …

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Monthly Recap – August 2010

We have been busy broadening our corporate retirement plan platform. With considerable investment performance behind us, we’re attracting new business clients that are seeking increased performance, decreased costs and a higher level of individualized attention. We appreciate the honest feedback many of you have provided throughout the process. 11.4% Represents the amount per year by …

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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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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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