Investment Recap

Second Quarter 2005

The second quarter of 2005 was moderately positive for stock and bond markets, and we continued our outperformance. Our original forecast was for high single digit returns for the year, and we have reached or are approaching those results...

First Quarter 2005

Accounts gained ground despite the fact that the major stock market averages declined in the first quarter of 2005. Investors have become discouraged by a combination of higher oil prices and the continued tightening by the Federal Reserve...

Fourth Quarter 2004

The final quarter of last year represented a much welcomed, and to some, a surprisingly strong market recovery. In fact, all of last year’s gains occurred in the period beginning one week prior to the November election. Once again, our...

Third Quarter 2004

The stock market averages corrected in the third quarter with small cap stocks performing worse than large cap. This calendar year has seen stocks trade in one of the tightest trading ranges in history (+/-4%). The market has truly been a...

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