2011 Annual Report
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
Outlook 2011
2010 drew to a close with fears of a double-dip recession abating and economic data revealing that the global expansion was intact and gaining momentum. After a mid-year slowdown, the preponderance of economic indicators now point toward a modest reacceleration in domestic growth. For all that was written about the “new normal,” last year looked surprisingly like the “old normal.” Looking forward, the extension of Bush-era tax cuts suggests that the pace of activity will likely accelerate in the first half of 2011 and a second round of quantitative easing (“QE2”) renders a “double dip” highly unlikely. In our view the cyclical equity bull market is not yet over.
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.