InvestmentUpdate

Investment Update, Fourth Quarter 2015

The S&P Index ended 2015 at 2,044, almost exactly where it started the year at 2,059. Including dividends, the Index’s total return for the year was +1.38%. Volatility was higher than in any year since 2008. Market performance was very concentrated.
InvestmentUpdate

Investment Update: Fourth Quarter, 2010

This is a quarterly update of economic conditions and investment strategy. Economic Conditions For the U.S. economy, 2010 was a […]
InvestmentUpdate

Investment Update: Third Quarter, 2010

This is a quarterly update of economic conditions and investment strategy. Economic Conditions There were numerous reminders in the third […]
InvestmentUpdate

Investment Update: Second Quarter, 2010

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Real gross domestic product (GDP)—the output of […]
InvestmentUpdate

Investment Update: First Quarter, 2010

This is a quarterly update of economic conditions and investment strategy. Economic Conditions The U.S. economic recovery continues, with a […]
InvestmentUpdate

Investment Update: Fourth Quarter, 2009

This is a quarterly update of economic conditions and investment strategy. Economic Conditions The expected recovery in the U.S. economy […]
InvestmentUpdate

Investment Update: Third Quarter, 2009

This is a quarterly update of economic conditions and investment strategy. Economic Conditions We expect positive GDP in the last […]
InvestmentUpdate

Investment Update: Second Quarter, 2009

This is a quarterly update of economic conditions and investment strategy. Economic Conditions First quarter, 2009 U.S. GDP decreased at […]
InvestmentUpdate

Investment Update: First Quarter, 2009

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Fourth quarter, 2008 U.S. GDP decreased at […]
InvestmentUpdate

Investment Update: Fourth Quarter, 2008

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Third quarter, 2008 GDP decreased at an […]
InvestmentUpdate

Investment Update: Third Quarter, 2008

This is a quarterly update of economic conditions and investment strategy. Economic Conditions While second quarter GDP increased at a […]
InvestmentUpdate

Investment Update: Second Quarter, 2008

This is a quarterly update of economic conditions and investment strategy. Economic Conditions We see a very slow growing U.S. […]
InvestmentUpdate

Investment Update: Fourth Quarter, 2007

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Third quarter, 2007 GDP increased at an […]
InvestmentUpdate

Investment Update: Third Quarter, 2007

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Second quarter, 2007 GDP increased at an […]
InvestmentUpdate

Investment Update: Second Quarter, 2007

This is a quarterly update of economic conditions and investment strategy. Economic Conditions First quarter, 2007 GDP increased at an […]
InvestmentUpdate

Investment Update: First Quarter, 2007

This is a quarterly update of economic conditions and investment strategy. Economic Conditions Fourth quarter, 2006 GDP increased at an […]