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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...

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March 1, 2012

Second Quarter Newsletter 2012

The U.S. economy continues to grow and is healthier today than six months ago, which is reflected in steadily higher stock indexes. Several factors exist to help sustain growth, including a better capitalized banking system and an accommodative Federal Reserve, which has signaled low interest rates for at least two more years. Furthermore, pending domestic...

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December 31, 2011

First Quarter Newsletter 2012

Starting the New Year involves anticipating a new set of investment experiences, which is comparable to cleansing the palate in preparation for the next course of a fine meal. Consequently, investors would gladly cleanse their memories of the volatility that dominated the investment landscape due to the uncertainty of global socio-political and economic events. Unfortunately,...

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September 1, 2011

Fourth Quarter Newsletter 2011

Shaping one’s vision of the future involves analyzing the external world as well as turning inward to draw upon past experiences. Recently, heightened uncertainty fueled increased volatility across global markets testing investors’ resolve regarding their expectations about the economic environment. The stark reality that it will take longer and be more challenging to repair the...

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Newsletters

June 1, 2011

Third Quarter Newsletter 2011

Uncertainty and volatility exert their influences in a variety of ways across global economies and financial markets. The removal of all risks associated with investing is impossible and it is imperative that investors embrace the concept of a volatile financial landscape and adhere to proven, risk-dampening portfolio strategies.

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