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Archived Educational Articles (click any date to view)

Where is the Yield? by Peter Brey December 2011 - A look at Income investing in in a low rate enviornment.
Stock Investors May be too Focused on the Short-Term by Joel Sullivan December 2011 - The widespread pessimism regarding the stock market and economies around the world is fully understandable. However, it may be clouding peoples vision about potentially huge opportunities, especially for young investors.
Managing Your Retirement Portfolio Yourself versus Hiring a Financial Advisor by Joel Sullivan December 2011 - A frank discussion on the benefits and drawbacks of managing your own retirement investments.
Debt Super Committee will Deliver Cuts or Else! by Joel Sullivan November 2011 - A look at the budget discusssions taking place in Washington DC.
America is Regaining its Global Economic Strength by Joel Sullivan November 2011 - A look at some of the positve economic trends that are shaping the future of our investments
Retirement Investing by Peter Brey October 2011 - A discussion about some of the strategies that can be used when investing for retirement.
A Loss of Confidence in the US Economy by John Moffat October 2011 - Declining equity markets in the US are causing some to question the US economy.
Stock Market Volatility by Joel Sullivan September 2011 - Current Market Commentary - A discussion of market volatility
Fear and Other Pathologies - An article published by Briefing.com on Auguust 15,2011, which provides commentary on our current market and economic environment
Buena Vista Investment Management report on Isis Pharmaceuticals - This report on Isis Pharmaceuticals was prepared by John Moffat, Partner. This report provides you with the company's background, corporate strategy and discusses various other important aspects of the company that are important to investors.
The Isis Pharmaceuticals 2011 Annual Meeting Presentation - Selected slides from the Isis annual meeting presentation for shareholders; as presented by Dr. Stanley Crooke CEO of Isis Pharmaceuticals
GREEK FINANCIAL CRISIS HAS THE WORLDS ATTENTION By Joel Sullivan, Partner June 23, 2011 - A look at the turmoil in Greece and how it could affect US investment markets.
Volatility in the Stock Market By Peter Brey June 17, 2011 - A look at stock market volatility and how dividend paying investments can benefit your portfolio.
INDIVIDUAL BONDS OFFER SOME ADVANTAGES OVER BOND FUNDS Joel Sullivan Partner June 2, 2011 - Bonds have been one of the most popular investment categories of late. 2010 was another historic year for inflows into fixed income mutual funds.
Investing your 401(k)-Looking Beyond the Obvious By John Moffat, Partner May 23, 2011 - In this article we will provide some insight into one of the most important building blocks of a quality 401(k) portfolio; common stock diversification.
STOCKS STILL UNDERVALUED ACCORDING TO WHARTON PROFESSOR JEREMY SIEGEL By Joel Sullivan, Partner May 12, 2011 - History suggests that, over time, stocks are the best place to grow your investment portfolio. This is especially true today when you look at stocks compared to bonds or CDs.
FEDERAL RESERVE NOT READY TO RAISE INTEREST RATES YET By Joel Sullivan, Partner April 28, 2011 - The Federal Reserve pledged to maintain their position of keeping interest rates low for an extended period. But is it really likely that rates will start rising later this year or early next year.
WILL RISING OIL PRICES DERAIL OUR IMPROVING ECONOMY? by Joel Sullivan Partner April 21, 2011 - It was only 12 short months ago and gas was $2.84 a gallon on average. Today it is $3.82, a 34% increase. We all know the painful feeling of filling up our vehicles, but what is the actual impact of higher oil prices to our economy?
BOND FUND INVESTORS MAY BE EXPOSED TO MORE RISK THAN THEY REALIZE Peter Brey, Partner April 14,2011 - Bond funds have become incredibly popular with the investors. If you own bond funds, you may want to consult with your advisor to see how much risk you have if rates go higher.
STOCK MARKET HAS BEST 1st QUARTER IN 13 YEARS. WHAT IS NEXT? By Joel Sullivan, Partner April 7, 2011 - With the best first quarter since 1998 behind us. Will the remainder of the year continue this upward trend?
WHEN WILL THE HOUSING SLUMP END? By Joel Sullivan, Partner April 1, 2011 - So with housing being an important factor to economic growth, the question is; when will the housing slump end?



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