News
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...
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,...
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...
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.
April 1, 2011
Second Quarter Newsletter 2011
The first quarter served as a reminder to all investors of the present risks lurking in the global financial markets in the form of uncertainty and heightened volatility. Investor sentiment shifted by oscillating between states of extreme euphoria and unbridled optimism to that of a tone of caution and risk aversion.