Author Archives: Dave Richards, CFP®, Director, Investment Services

Q3 2012 Capital Markets Review

Investment returns were impacted by major geo-political events during Q3 2012.  Domestically, the Federal Reserve announced an unprecedented third round of Quantitative Easing (QE3) and vowed to continue “operation twist” in an effort to stimulate the economy and keep interest … Read full article »

Q2 2012 Capital Markets Review

The bullish returns of equities in Q1 were halted in Q2 with sovereign debt concerns in Europe, and signs of weak economic growth.  Equities of all types posted negative returns for the quarter.   Fixed income on the other hand posted … Read full article »

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Q1 2012 Capital Markets Review

Risk was definitely rewarded in Q1 2012. Equities of all types posted robust returns and significantly outperformed their fixed income counterparts.  While much attention has been given to the strong returns of the equity markets, fixed income (high quality fixed … Read full article »

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Q4 2011 Economic Roundtable Summary

For many it did not feel like it, but Q4 2011 was a great one for equities. The S&P 500 Index rose more than 11% in the final quarter of the year to end essentially flat in 2011. All equity … Read full article »