Investment Recap

First Quarter 2010

This year’s first quarter began with a better than 5% improvement in stocks, which amounted to the best first quarter in the last ten years. We are pleased that our stocks performed considerably better than the market. There still exist...

Fourth Quarter 2009

The historic stock market recovery that began March 9th continued through the fourth quarter of 2009. For the year, the S&P 500 was up about 26% and the Russell 3000 28%, while our stocks were up approximately 60%. We are pleased to...

Third Quarter 2009

The stock market had its best quarter since 1998 ending with a gain of over 16%. Our stocks performed considerably better. Clearly both the bond and stock markets have returned to health as worries of a financial meltdown, the collapse of...

Second Quarter 2009

The second quarter of 2009 produced the best stock returns in over ten years, with market averages up 16-17%, and our stocks significantly outperforming. Due to the market travails of last year, we are not yet in a celebratory mood. A fair...

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