7/22/10 - As you are already aware, your investment advisor and the Investment Committee at Sequoia Financial Group maintain a vigorous monitoring process for all of our recommended investment positions and holdings. In addition to the performance, risk, management experience and asset class exposure of each position, we also carefully monitor the method in which these investment vehicles are delivered. For many of our clients, the primary vehicle is mutual funds.  (Read On...)

6/28/10 - Uncertainty appears to be the name of the game thus far as we approach the end of the 2nd quarter in 2010. A rapid climb in the equity markets to start the year was quickly erased as fears resulting from the European Central Bank’s poor handling of the Greek debt crisis spread to U.S. equity markets. This European contagion rattled the confidence of investors across the board, and was exacerbated by poor job creation numbers in May. We believe the pace and strength of the economic and market recovery going forward relies on a number of key factors.  (Read On...)

3/23/10 - During the first sixty days of 2010, the U.S. economy saw a mixed bag of positive and negative news that left the S&P 500 unchanged thus far, closing at 1,115 on December 31, 2009 and again at that level on March 1, 2010. New challenges have arisen in the Euro-zone; while domestically, housing and unemployment continue to be the perpetual “thorn in the side” of economic growth.  (Read On...)