Please read our Quarterly Comments below. Click on each link to view the quarterly comment in PDF format.
2007 QUARTERLY COMMENTS
1st Quarter 2007 - Try Not to Concentrate
2006 QUARTERLY COMMENTS
1st Quarter 2006 - The Asset Allocation Debate
2nd Quarter 2006 - Passive Investing Styles
3rd Quarter 2006 - Why Hire an Advisor
4th Quarter 2006 - Life Planning
2005 QUARTERLY COMMENTS
1st Quarter 2005 - Inflation Outlook
2nd Quarter 2005 - Facts About Real Estate
3rd Quarter 2005 - Expert Lauds Passive Asset Class Investing
4th Quarter 2005 - Is it Possible to Avoid Financial Risk?
2004 QUARTERLY COMMENTS
1st Quarter 2004 - Presidential Economic Policy
2nd Quarter 2004 - Fund Expenses
3rd Quarter 2004 - Risk Management
4th Quarter 2004 - Understanding the Trade Deficit
2003 QUARTERLY COMMENTS
1st Quarter 2003 - War, Tax Cuts, & Interest Rates
2nd Quarter 2003 - Economic Policy
3rd Quarter 2003 - The Mutual Fund Industry
4th Quarter 2003 - Market Outlook
2002 QUARTERLY COMMENTS
2nd Quarter 2002 - Keeping Perspective
3rd Quarter 2002 - Risk
4th Quarter 2002 - New Insights on Finance
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