Posted by & filed under General, News.

We are adding to our suite of robust technologies to advance our reporting and analytical capabilities by implementing Morningstar Office. We are also improving our conferencing abilities with online meeting software that will make engaging clients easier from their home or office computing devices. Stay tuned for further updates.

Posted by & filed under General, Reports.

The stock market has posted the second year of annual advances since reaching a low in March of 2009. The S & P 500 and Dow Industrials have gained nearly 100% from those recessionary lows. The coming year may see challenges to these heady advances and post more modest gains.