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Investment Commentaries

Market Responses to Headlines

Posted on: January 26, 2012

Enclosed is your year-end portfolio report. It includes a gain and loss report and an income and expense report for 2011. Please be aware that many mutual fund firms continue to issue capital gains/loss revisions through January and into February. What the experts said Last year the sixth paragraph of our January report had this […]

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The Difference in a Day

Posted on: October 3, 2011

What a Diff’rence a Day Made Twenty–four little hours Brought the sun and the flowers Where there used to be rain. Dinah Washington won a Grammy in 1959 for her version of ―What a Diff’rence a Day Makes‖ lyrics by Stanley Adams. I’ve been humming this song since September when we have witnessed many hundred […]

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Part of the Team

Posted on: January 18, 2011

Most of you have spoken with or met Dawn Doebler. She is an integral part of our “team” approach to wealth management, and it dawned on me (pun intended) that many of you really don’t know much about her. In today’s world of folks with questionable business ethics, molesters, scam artists, and troubled souls I’m […]

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