Please click here to find our Market Letter Second Quarter 2014. We hope you find our economic insights interesting and informative.
2012 Q2 Market Letter
2012 Q3 Market Letter
2012 Q1 Market Letter
First Quarter 2012 – Outlook for 2012 by George Hosfield, Fixed Income by Marc Fovinci, Municipal Bonds by Deidra Krys-Rusoff, REITs by Ralph Cole, Dividend Value by Jason Norris, Strategic Opportunities by Dean Dordevic, International by Ralph Cole, Alternative Investments by Dean Dordevic.
2011 Q3 Market Letter
Third Quarter 2011 – Looking Back and Forward by George Hosfield, “China Derailed” by Dean Dordevic, Mindful Reminders by Mary Faulkner, Investment Strategies: Large Cap Div Val by Jason Norris, It’s Never Too Early to Start Tax Planning by Mark Kralj and New Look and Functionality for Our Website by Natalie Miller and Shawn Swagerty.
2011 Q2 Market Letter
2011 Market Letter Q1
2011 Q1 Market Letter
First Quarter 2011 – Looking Back and Looking Forward by George Hosfield, “Rough Rice II: Fat Tails Wag the Dog” by Dean Dordevic, Mindful Reminders by Mary Faulkner, Municipal Bonds by Deidra Krys-Rusoff, Client Balance Sheet by Nathan Ayotte, Delivering our Investment Outlook: Events and Videos by Natalie Miller.
2010 Q3 Market Letter
Third Quarter 2010 – Market Outlook by George Hosfield, “QE2 and the Square Root Redux” by Dean Dordevic, Year-End Tax Changes, Longevity and Continuity piece on Luz Garcia, Kathi Kimes and Kerrie Young.
2010 Q2 Market Letter
2010 Q1 Market Letter
First Quarter 2010 – “’Gray’ Matters” by Dean Dordevic, Community & Civic Service, The Value of Planning.