Aa
Advising clients nationwide for over 40 years
Client Portal
Advising clients nationwide for over 40 years
Client Portal

Investment Insights

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3rd Quarter 2011 Report to Investors

“Making money doesn’t oblige people to forfeit their honor or their conscience.” Baron Guy de Rothschild (renowned banking magnate) Investment Perspective The third quarter was very difficult with many factors contributing to both uncertainty and fear. The result was a significant downturn in equity markets (S&P 500 -13.9%), and a flight to safety in both […]

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The Beaten Up Investor

We feel beaten up as investors. Fears of a double-dip recession, angst over the European debt crisis and the volatility from high frequency trading makes us queasy about equity investing. Fears of inflation make us worry about long term bond investments, and yields on short term bonds are pitiful to nonexistent. Real estate is still […]

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