While we are still long JP Morgan (JPM), Bank of America (BAC) and Wells Fargo (WFC), within client accounts we…
In 2011, the SP 500 earnings grew 15% year-over-year, but the SP 500 corrected 20% from the spring through early…
With the roll into the new quarter, the “forward 4-quarter” estimate (Per Thomson Reuters) increased $4.12 this past week to…
CCAR is the Comprehensive Capital Analysis and Review (CCAR) instituted by the Fed and regulators after the Mortgage and Housing…
We took in about $300k in new money in q1 ’14. Thank you to both long-time and new clients for…