Dear Investor, Enclosed you will find your Fourth Quarter 2011 Performance Report. As a reminder this report is a summary of your monthly statements and transactions you receive directly from our outside custodian along with the IRS tax basis for…
Enclosed you will find your Q 3 2011 Quarterly Performance Report. What started out as a relatively calm quarter, ended with an interesting chain of events, many of which are unrelated to capital markets, yet had a dramatic impact. For…
Dear Investor: Changing of sentiment might be the theme of the last ninety days from an investment standpoint. Early in the quarter it was business as usual for the capital markets as participants pushed index levels to their highs for the…
Dear Investor: If someone had told you on January 1st 2011 in the next 90 days there would be several political uprisings, some in geographically important oil regions, a major Japanese earthquake with a nuclear disaster threat and $3.50 to…
Dear Investor: Enclosed you will find your Fourth Quarter 2010 Performance Report. This report summarizes the last 90 days activities and consolidates multiple accounts into one report for a total comprehensive view. As 2010 concluded market participants took a very…
Dear Investor, Enclosed you will find your Q 3 2010 Quarterly Performance Report. For the Quarter our favorite equity index, the S&P 500, was up slightly more than 10%, which may seem like a nice move, but the ride was…
Dear Client, Enclosed you will find your Second Quarter 2010 Performance Report for your review. No Surprises Yet: As we have been saying since the Fourth Quarter of 2009, the choppy theme seems to be occurring just as expected.…
Enclosed you will find your First Quarter 2010 Performance Report. As a reminder this report is a summary of your monthly statements and transactions you receive directly from TD Ameritrade Institutional along with the IRS tax basis of each of…
Enclosed you will find your Fourth Quarter 2009 Performance Report. As a reminder this report is a summary of your monthly statements and transactions you receive directly from TD Ameritrade along with the IRS tax basis of each of your…
Enclosed you will find your Third Quarter 2009 Quarterly Performance Report. Not to sound repetitive from last quarter, but again our patience is being rewarded terrifically along with the rebalancing and adjustments we have made along the way. For the…
