December 2011
Portfolio Manager Report
What's Changed?
We continue to believe that our "slow-growth, not no-growth economy" will produce profits for savvy investors.…
April 2012
Fixed-Income Market Commentary First Quarter Review
Interest rates are sitting at near-record lows because the Federal Reserve lowered the benchmark Fed Funds Rate…
Wealth Management Perspectives Keeping on Top of Your Insurance Coverage
Making sure that you have appropriate and adequate coverage on both your life and your property should be at least an annual exercise.…
Analyst Spotlight An Interview with Fixed Income Manager Christopher Keith
Chris talks about the role of bonds in an overall portfolio, how he works with clients who want to build a custom bond portfolio, and what area of the bond market he likes today…
Research Perspective
Why Active Management?
The question of why to use, or not use, active investment management remains popular with investors.…
Five Factor Equity Model as of January 2012 We remain cautiously optimistic entering 2012. Above-average earnings growth and below-average valuations are positives. Still, there are reasons for vigilance as some indicators have become less bullish.
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