NEWS & COMMENTARY

Market Update

The End of Trends? – July 2012

Second Quarter Market Review From Your Portfolio Management Team — July 24, 2012 The year started with such promise. Coming on the heels of a strong 4th quarter, stocks continued […]

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Markets On a Yo-Yo – June 2012

May Market Review From Your Portfolio Management Team — June 14, 2012 As we mentioned in an earlier update, the U.S. stock market fired out of the starting gate in […]

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Sell in May and Go Away?

April Market Review From Your Portfolio Management Team — May 15, 2012 There is an adage on Wall Street that most returns for the year are generated between November and […]

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Bulls Take Control

First Quarter Market Review From Your Portfolio Management Team — April 16, 2012 To be an investor in stocks these days, one needs to adopt the attitude of a salesman. […]

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Making the Most of a Bad Situation

February Market Review From Your Portfolio Management Team — March 9, 2012 The stock market environment since 1999 has been very challenging, to say the least. During that span of […]

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Right Back Where We Started

Fourth Quarter Market Review From Your Portfolio Management Team — January 12, 2012 2011 would have been a good year to have spent on a deserted island, without following the […]

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For Every Season, Turn, Turn, Turn

November Market Review From Your Portfolio Management Team — December 16, 2011 One of our favorite analogies is to equate the investment cycle to the seasons of the year. Summer […]

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Bulls Fight Back…Can They Hold On

October Market Review From Your Portfolio Management Team — November 16, 2011 Following the markets these days is like watching a spy movie—you have to pay close attention because if […]

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