by | | Formation, Foundation, Freedom, Market Commentary
3rd Qtr Review Market volatility increased significantly in the 3rd quarter as the news came out about Ebola, European markets slowing, and ISIS becoming a threat in the Middle East. Most major indices were down during the quarter led lower by small caps and...
by | | Formation, Foundation, Freedom, Market Commentary
The Markets The first half of 2012 is on the books. Our beginning of the year defensive posture came into play as equity markets pulled back substantially during the 2nd quarter falling 7.13% (as measured by the Morningstar aggressive equity portfolio). ...
by | | Company News, Formation, Foundation, Freedom
Market Condition & Financial-Services Sector Overall Market Condition: There is much concern about the direction of the current market these days. A key element to consider when investing in the market is to put any moment in time into a bigger context. For...
