Quarterly Commentaries

Our quarterly commentaries are designed to provide you with an independent, unbiased view on the markets and the economy. We also include timely topics of interest, whether it relates to taxes, retirement or any upcoming changes that you may be interested in.

4th Quarter 2013

As we wrap up a great year there still remains a lot of opportunity in the markets.


2013 Mid-Year Outlook

Volatility has created opportunity despite the unease about interest rates.


2nd Quarter 2013

The equity markets posted a great start to 2013 and the longer term fundamentals look strong; we think there's more room to run.


2013 Outlook

The underlying data suggests more positive trends than the headlines give them credit for.