Archive for Category: News

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

Fourth Quarter Market Review From Your Portfolio Management Team — January 8, 2009 What a year! From so many different perspectives, this year will go in the record books—an historic

October Monthly Market Review From Your Portfolio Management Team — November 10, 2008 We hate to sound like a broken record, but in a year filled with astonishments, the month

August Market Review From Your Portfolio Management Team — September 9, 2008 The summer months can be slow in the stock market. Many professional investors take time off especially in

Second Quarter Market Review From Your Portfolio Management Team — July 15, 2008 What a way to close a quarter. After putting together two solid positive months in April and