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Archived Educational Articles (click any date to view)

Stock Market Rally by Joel Sullivan, Partner March 2012 - A look at the recent stock market rally.
US Companies More Optimistic About Economic Recovery by Joel Sullivan, Partner February 2012 - A look at how corporate America is spending more on plant and equipment and moving jobs back to the United States.
Stock Market Posts Best January Since 1997 by Joel Sullivan, Partner February 2012 - US equities started 2012 with a bang, posting the best gain since 1997. We discuss if this trend can continue during the balance of 2012.
Municipal Bonds Provide Attractive Tax Free Income by Joel Sullivan, Partner January 2012 - A look at tax free bonds and how they might improve your after tax portfolio returns.
What To Do Now by Peter Brey, Partner January 2012 - A discussion on portfolio management
2011 Stock Market Review by Joel Sullivan, Partner January 2012 - We take a look at the all of the volatility that occurred in the US equity market during 2011 and comment on what lessons investors should take away from all of the ups and downs in 2011.
Economic Data Is Improving - Can the US Market Rebound in 2012 by John Moffat, Partner January 2012 - We look at trend of important economic data to determine if these trends will translate to higher stock prices in 2012.



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