News
September 1, 2013
Third Quarter 2013 Newsletter
Reaching the midpoint of the year presents investors with the opportunity to examine their portfolios against the backdrop of the fluid market and economic environments.
April 1, 2013
Second Quarter 2013 Newsletter
Encouraged by recent stock market gains and pressured by low bond yields, investors in need of higher returns are increasingly acquiescing to the inherent risks of owning stocks. As markets reach new highs, enthusiastic investors appear to be discounting some of the uncertainties associated with modest economic growth, ever-present geopolitical risks, the lingering Eurozone crisis,...
December 31, 2012
First Quarter 2013 Newsletter
Shaping and influencing the markets in 2013 will be the struggling economic recovery, political rancor in Washington D.C., the Eurozone crisis, lackluster consumer and corporate demand, and monetary policy strategy.
October 1, 2012
Fourth Quarter Newsletter 2012
Difficult Questions, Elusive Answers” Investors’ market expectations are under re-evaluation as a result of the many cross currents influencing the external environment. The fluidity of the economic and political debate, coupled with the lingering tensions on how to prudently address a slowing recovery, and European structural concerns continue to elevate investor uncertainty. Furthermore, in a...
June 1, 2012
Third Quarter Newsletter 2012
The relative calm of the 1st quarter, characterized by muted volatility and subdued trading volumes, was quickly replaced by increased uncertainty and rising volatility reflecting an investment environment that appears increasingly murky. Risk-off trading activity once again dominates headlines as investors attempt to weigh the impact of the positive market catalysts against the ever-present economic...