RESOURCES

New Portfolio Manager Adds Depth to the Team
We are pleased to announce the recent arrival of Kent Shaw, CFA, as the newest member of our investment management team. Kent brings a wealth of securities analysis and…

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Market Commentary Second Quarter 2014
U.S. STOCK AND BOND MARKETS During the second quarter of 2014, the major U.S. stock market indices climbed higher. The...
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Market Commentary First Quarter 2014
Following stellar gains in 2013, the stock market experienced an unusual losing January before wobbling higher during February and March....
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Market Commentary Fourth Quarter 2013
Fourth Quarter 2013 simulated the first three quarters: Washington remained dysfunctional and investors remained fretful concerning interest rates, but the stock market rose anyway. During the quarter,…

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RESOURCES

New Portfolio Manager Adds Depth to the Team

Market Commentary Second Quarter 2014

Market Commentary First Quarter 2014

Market Commentary Fourth Quarter 2013

Get in touch

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