Archive for Year: 2009

October Market Review From Your Portfolio Management Team — November 10, 2009 Most stock markets took a small step backwards in October, the first stumble since this rally began back

August Market Review From Your Portfolio Management Team — September 10, 2009 There is probably no bigger American tradition than the summer barbeque. Of course, with modern technology, it is

Second Quarter Market Review From Your Portfolio Management Team — July 9, 2009 Stock investors went on a buying spree in the second quarter, pushing stocks to their best return

April Market Review From Your Portfolio Management Team — May 14, 2009 Investing can be a tortuous affair, taking one step backward for every two steps forward. Looking at the

February Monthly Market Review From Your Portfolio Management Team — March 13, 2009 “Discipline is the bridge between goals and accomplishments”—Jim Rohm Our firm has been successful over the past