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Archived Quarterly Newsletters (click any date to view)

December 2015 - The Fed, China, Commodities and Global Growth - Will 2015 mark a change in direction for interest rates, oil and China?
 
September 2015 - Recent Market Uncertainty Creating Investment Opportunities - A look at some of the reason why the stock market posted its worst quarterly return in 4 years.
 
March 2015 - Moving To A More Defensive Position - In this issue we look the current state of the US equity markets and explain why we think a more defensive posture is warranted at this time. While we still remain “bullish” on the US economy it is our position that taking a more defensive approach will pay dividends in the future.
 

 

 
     

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