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The financial world moves at a very fast pace, and we want to help you stay up to date on market changes, outlooks, trends and useful tips to assist you along your financial journey.

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Quarterly Perspective – Vol. 17, No. 4

Fall 2010 Moving in Lockstep – For Now by Will Williams Inflation and Stock Prices by Brian Christensen, CFA Cost Basis Legislation – Part I by Jim Sinclair, CPA Continue reading...
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Quarterly Perspective – Vol. 17, No. 3

Summer 2010 The Economic Headwinds by Will Williams The Dodd-Frank Wall Street Reform and Consumer Protection Act by Brian Christensen, CFA SEC Circuit Breaker Rule 101 by Meghan...
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Quarterly Perspective – Vol. 17, No. 2

Spring 2010 In Search of Certainty by Will Williams Economic Growth and the U.S. Debt Burden by Brian Christensen, CFA What is a Municipal Bond Doing in My IRA? by Drew Lister, CFA...
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Quarterly Perspective – Vol. 17, No. 1

Winter 2010 Old School Economics by Will Williams International Exposure in DVI Portfolios by Brian Christensen, CFA The Troubled Asset Relief Program – A Year Later by Stephen...