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| Fall 2008 |
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| Fall 2007 |
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| Fall 2006
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Spring 2006
As Americans live longer, investors should seek portfolio consistency, not just growth
Switch to Best fund 401(k) from national brokerage termed "an excellent change"
Job growth, productivity gains, solid economy provide optimistic market outlook for 2006
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| Fall 2005
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Summer 2005
Economy's growth rate healthy, despite "saw-toothed" action
Our view: Broad market shift to high-quality, large-cap stocks appears imminent
"Institutional" Investing Expert Joins Staff
Independent CPA firm completes audit
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Spring 2005
High-quality stocks still best for long run
Taking The Extra Steps at Trade Show Produces "Knowledge" To Assess Stock
Don't let your retirement savings portfolio stop working
Equity valuations remain attractive, despite dip in market momentum
Meet Our Newest Partner
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Winter 2005
Managing Partner's Report: 5-Year Review Validates "Value"Investment Style
After 5 Years, Our Initials Values and Predictions Still Ring True
How Our "Relationship-Style" Service Benefits Our Clients
"Timeless" Principles Will guide Our Future
Company's structure, past successes suggest great future for clients
4th Quarter Economic Review: Post-Election "Mood Shift" Suggests Bright Outlook for Equity Investors
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Winter 2004
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| Fall 2003
End of an Era for Bonds?
On the road in search of new ideas, new opportunities for clients
How we help trustees and fiduciaries solve their investment puzzle
3rd Quarter Economic Review
Service To The Community...
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Summer 2003
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Spring 2003
With Economy Stalled By War, Where Do We Go From Here?
War Mode: Increased vigilance on managing investment risk
Wipper receives business award
Your Financial Health Is Linked To “Earnings Purity”
Composite Performance Audit for 2002 Complete
Service To The Community...
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Winter 2003
"We see increasing light on the horizon"
On firm's 3rd anniversary, optimism still drives our vision
Serving the community...
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| Fall 2002
Bear markets have two faces: risk and opportunity
Invest during a bear market? History says the time is right
Investor fears ebb and flow as economy shows slow, steady improvement
Media's discovery of "Back-to-Basics" investing really isn't new
Company supports breast cancer fund-raising magazine
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Summer 2002
Will latest "misdeeds" create healthier financial markets?
Offers peace-of-mind for clients:
Outside firm completes composite performance audit
2nd Quarter Economic Review:
Long-term economic outlook improving, despite torrent of bad news
Essential for investment success:
Knowing corporate management has always been important to us
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Spring 2002
Special Message
Client Peace of Mind
Safety of Investments
1st Qtr. in Review |
Winter 2002
Fast-Changing Market
4th Quarter Economic Review
2nd Anniversary
Web site Archives Updated |
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Fall 2001
To Our Clients, Colleagues, and Friends
Reasonable Investment Expectations Still Possible with Long-term Outlook
Terrorist Attacks overshadow start of recession
Firm Expands Administrative Staff
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Summer 2001
The Mathematics of Investment Risk
Widespread business decline continues.
Selecting or Retaining an Investment Manager?
The Analyst's Corner |
Spring 2001
1st Quarter Economic Review
Buying stock at the right price requires careful check of the "Reality Gap"
New IRA rules may permit smaller required minimum distributions
Firm's research staff expanded through unique private sector university grant
The A-B-C's of Mutual Fund N-A-V's and Tax Consequences |
Winter 2001
Is "value" investing back in-favor?
For smart investors, it was never "out"
Future Looks Bright
Company's first year exceeds expectations for growth, investment results
Economic Slump goes worldwide
Negative measures increase, pointing to possible recession
How do we build clients' portfolios? "Carefully . . . very carefully" |
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Fall 2000
3rd Quarter in Review
Near-term fed policy may hinge on US trade deficit
Coaching and discipline required to "win" in athletics—and investing
SEC move threatens advantage of "real" on-site stock research
"Best Funds" Program based on Nobel Prize-winning theory |
Summer 2000
2nd Quarter National Economic Review
Client Base Growth Continues; Meg Halloran to Direct Portfolio Management
Strategic Value Style Combines A Value Price with Ability to Grow
CFROI Still Best Guide to Future Stock Prices
Midwest Investment Mgt. Co-Sponsors Cleveland Orchestra Fund Drive |
Spring 2000
To Our Clients and Friends: A Big " THANK YOU"
1st Quarter in Review
25-Year Track record Shows... "Value Investment Style Produced Superior Results |
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