Tag Archives: performance

Quarterly Outlook Summary

Your account, together with the markets, have all been performing well this year as the economic outlook continues to improve. The de-leveraging and debt reduction of the past four years appears to be winding down as consumer and business pent-up … Continue reading

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Quarterly Summary to Clients

The markets have recently been quite volatile due in large part to several factors previously mentioned, the weak economy, threatened sovereign bond defaults in Europe, and severe political partisanship in US Federal financial affairs. Consequently, our accounts are down significantly … Continue reading

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Quarterly Summary to Clients

Although your account has performed quite well over the past twelve months, the most recent quarter has been difficult as we proceed into some very difficult economic terrain. This recovery is one of the weakest on record and unemployment remains … Continue reading

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My 2010 Year-end Summary to Clients

To My Clients: Our accounts were up 12.5 % for the Quarter and up 22.5 % for the year 2010. We are very gratified to have obtained excellent returns and performance for another year in a difficult economy and despite … Continue reading

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My Quarterly Summary to My Clients

To My Clients: Our accounts are down 1.7 % for the Quarter and up 9.4 % for the year 2010 to date. Your account has held relatively steady this past quarter even though it has been a difficult one for … Continue reading

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My Quarterly Summary to My Clients

To My Clients: Our accounts are up 5.4% Y-T-D and up 25.1% for the last twelve months. The markets continue to show buoyancy as the economy very slowly begins a recovery. To a degree, this is largely a result of … Continue reading

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