News
January 1, 2014
First Quarter 2014 Newsletter
As equity markets reach record levels, coupled with firmly entrenched fixed income headwinds, investors are rationalizing the improving economic footprint with current valuations.
October 1, 2013
Fourth Quarter 2013 Newsletter
Swift and severe investor reaction to Federal Reserve language regarding “tapering” illuminated the realities of fixed income market risk and the uneven path to interest rate normalization.
September 1, 2013
Third Quarter 2013 Newsletter
Reaching the midpoint of the year presents investors with the opportunity to examine their portfolios against the backdrop of the fluid market and economic environments.
April 1, 2013
Second Quarter 2013 Newsletter
Encouraged by recent stock market gains and pressured by low bond yields, investors in need of higher returns are increasingly acquiescing to the inherent risks of owning stocks. As markets reach new highs, enthusiastic investors appear to be discounting some of the uncertainties associated with modest economic growth, ever-present geopolitical risks, the lingering Eurozone crisis,...
December 31, 2012
First Quarter 2013 Newsletter
Shaping and influencing the markets in 2013 will be the struggling economic recovery, political rancor in Washington D.C., the Eurozone crisis, lackluster consumer and corporate demand, and monetary policy strategy.