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Quarterly Review

May 2011 Quarterly Review

By Bruce Raabe on May 23, 2011

Since our last Review, the financial markets have faced a litany of global shocks. The tragic disaster in Japan, not only created incredible anguish on a human level, but its potentially harmful effect on the global economy also worried investors.

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February 2011 Quarterly Review

By Bruce Raabe on February 24, 2011

Our economy is finally showing the same signs of strength that corporate earnings have shown during the past year. While the weak housing market and high unemployment in our country remain problematic, signs of positive GDP growth are encouraging.

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November 2010 Quarterly Review

By Bruce Raabe on October 27, 2010

The month of September can be very exciting. Children return to school, leaves begin to change color, and people begin to prepare for the colder months ahead. For US equity investors September is also exciting, but generally for the reasons many would like to forget.

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June 2010 Quarterly Review

By Bruce Raabe on May 27, 2010

Seasoned sailors will tell you the only way to chart a steady course to your destination is to look to the horizon, ignoring the distraction of the waves at your bow. This is easy during flat seas but becomes a significant challenge in a storm.

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March 2010 Quarterly Review

By Bruce Raabe on February 19, 2010

It has been a remarkable year to say the least. Only a short time ago, investors were facing one of the most violent economic contractions of the past century.

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April 2009 Quarterly Review

By Bruce Raabe on April 20, 2009

The month of March saw the largest single month market recovery since 1933. Even with this significant rebound, the world continues to struggle in what has been one of the deepest recessions in decades, one that has left many investors questioning long-held investment principles.

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