Dear Client: LIFE GOAL INVESTING The date of this letter is April 15. On this day, many of us in the United States will write a check to the IRS ... Continue Reading
What to Expect in 2015
Dear Client: 2014 Review The U.S. stock market posted its third consecutive annual gain in 2014, overcoming headline news events of global recession ... Continue Reading
2014 Year-to-Date Recap & Outlook
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