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March 31, 2015

Second Quarter 2015 Newsletter

We continue to expect an improving trend in economic growth in the U.S. and abroad. While this trend should lead to higher interest rates in the U.S. this year, the pace of policy tightening will likely be gradual. Lower energy prices will further support global GDP growth.

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Newsletters

February 18, 2015

First Quarter 2015 Newsletter

As we look to the year ahead, it's worthwhile to consider how far we've come. A few years ago, credit markets seized up, stock indexes plummeted and unemployment approached levels not seen in a generation.

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Newsletters

October 30, 2014

Fourth Quarter 2014 Newsletter

Amidst a backdrop of positive economic growth and subdued inflation, no amount of economic sluggishness or unrest abroad has, so far, been able to derail the US market’s advance.

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Newsletters

June 30, 2014

Third Quarter 2014 Newsletter

While the US economy has displayed positive albeit tepid growth since the recession officially ended in early 2009, it lost ground in the first quarter of this year. Much of the decline has been attributed to weather.

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Newsletters

April 30, 2014

Second Quarter 2014 Newsletter

Investors searching for clarity will find comfort in the fact that positive catalysts driving the global economic recovery should prevail over headline risks as well as seasonal and cyclical headwinds.

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