December 2008 Review
'Tis the season to be...
Investors may have learned something from National Lampoon’s Christmas Vacation’s Clark Griswold over the holiday season: how to make the best of a bad situation....

November 2008 Review
Every Cloud has a Silver Lining
The historic election of Barack Obama as the 44th President of the United States did little to change the nervousness and volatility of the financial markets during the month of November, 2008...

October 2008 Review
Market Crash
“April is the cruelest month . . .” begins the first line of The Waste
Land, the signature modernist poem by T.S. Eliot. As far as the stock
market and investors are concerned, October is the cruelest. Stunning
in its magnitude of volatility and sheer loss of market capitalization,
October 2008 will go down in history as one of the worst months on
record for stocks....

September 2008 Review
A Market in Turmoil
Orderly and efficient capital markets typically focus on numerous economic indicators. Reading on inflation, unemployment, GDP, housing, exports, etc. judge the general mood of a particular economy. Alternatively, corporations are measured by fundamentals such as revenues, operating income, earnings per share, free cash flow, etc....

Mounting Fears Shake Markets
The events that have occurred over the last several days in the financial markets have been the result of a culmination of the year-long credit crisis. There continues to be a great deal of uncertainty on the ramifications these unprecedented events will have on the U.S. financial system and the economy going forward...

August 2008 Review
August has always been known as the dog days of summer, a relatively quiet month of vacations and pennant races, and a month for the investment markets to gear up for the historically volatile fall months of September and October...

July 2008 Review
One year since the beginning of the credit crisis, market capitalization of the financial industry remains a shell of its former self. In July 2007, Citigroup, Inc. (C) was trading between $50 and $55 per share, Bank of America Corporation (BAC) in the high $40s, Merrill Lynch & Co., Inc. (MER) in the high $80s, and the doors were open at Bear Stearns...

June 2008 Review
Worst June since the 1930s
The Dow Jones Industrial Average and the Standard & Poor's 500 Index experienced their biggest losses for the month of June since the Great Depression amid rocketing oil prices, infl ation and ongoing fi nancial market woes...

May 2008 Review
Following the year’s first positive month of market performance in April, markets faced renewed uncertainty during the month of May driven largely by news on the economy and inflation..

April 2008 Review
After a vicious sell-off in the first quarter, stocks rebounded sharply in April as investors fled the safety of Treasury bonds and focused on attractive stock valuations...

March 2008 Review
Is It Over or Has It Only Just Begun? March 2008 continued the current investment market slide as all major equity indices were negative for the month...

Feburary 2008 Review
As expected, market volatility was again the theme during the month of February as investors digested mixed economic data on employment, housing, inflation and manufacturing...

January 2008 Review
The month began with the theme of uncertainty thoroughly entrenched in the minds of the investors...