Celebrating 30 years of Preserving Wealth

From Our Blog

Second Quarter 2015 Market Commentary

The S&P 500 returned 1.2% for the first half of the year. Energy languished while Healthcare, particularly Biotech, continued to be the best performing sector. The Utilities Sector, 2014’s best performer, is so far the laggard of 2015, returning -10.7%. Growth outperformed Value and Low Quality outperformed High Quality. This outperformance of growth and lower… » read more

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