Dear Client: 2014 Year-to-Date Recap 2014 has unfolded as expected in many ways. As the year began, we looked for inflation to remain subdued, ... Continue Reading
Behavioral Finance
Dear Client: We want to share with you what we learned at the recent CFA Institute annual conference in Seattle. One of the main topics was ... Continue Reading
Equity and Fixed Income Review & Outlook
April 15, 2014 Dear Client: Equity Review & Outlook After sustaining intra-quarter profit-taking, the U.S. equity market posted slightly positive ... Continue Reading
2013 Review and The Year Ahead
January 15, 2014 Dear Client: 2013 In Review The final quarter of 2013 capped off the best year for U.S. stocks since 1995 with the S&P 500 Index ... Continue Reading
The Noesis Way
Dear Client: The third quarter was a relatively uneventful quarter. Not much we need to address. As such, we have the luxury of taking the time to ... Continue Reading
What about Asia?
July 15, 2013 Dear Client: Ben Bernanke finally clarified his exit strategy at the June 19th Federal Open Market Committee (FOMC) meeting. The Fed ... Continue Reading