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October 1, 2013

Fourth Quarter 2013 Newsletter

Swift and severe investor reaction to Federal Reserve language regarding “tapering” illuminated the realities of fixed income market risk and the uneven path to interest rate normalization.

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Newsletters

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.

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Newsletters

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,...

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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.

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Newsletters

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...

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