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Wealth Management is an ongoing partnership between the advisor and the client. We believe that a long-term relationship is the most beneficial for our clients. The real value of our services lies in the planning, the ongoing guidance, expertise and support to adjust and fine-tune your plan as your personal circumstances and the world around you continues to change.
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In The News...
12/20/11 Wall Street rallies 3 percent in broad advance http://www.reuters.com/article/2011/12/20/us-markets-stocks-idUSTRE7AO0B420111220?feedType=nl&feedName=usdai
12/20/11 Skyworks Receives 2011 Global Partnership Award from ZTE http://phx.corporate-ir.net/phoenix.zhtml?c=131895&p=irol-newsArticle&ID=1641294&highlight=
12/20/11 European doom and gloom is overdone, analysts say http://www.investmentnews.com/article/20111218/REG/312189995&issuedate=20111220&sid=INTEL
12/19/11 Bulls expect Ambev (ABV) to average double-digit EPS, revenue growth, Barron's says.
12/19/11 Honeywell (HON) awarded $88.6M contract to upgrade Los Angeles' wastewater system.
12/19/11 VMware (VMW) weakness creates buying opportunity, says ThinkEquity.
12/15/11 Wall Street Ends Up On Economy Gains http://www.reuters.com/article/2011/12/15/us-markets-stocks-idUSTRE7AO0B420111215?feedType=nl&feedName=usdai
12/15/11 How much college can you really afford? https://guidance.fidelity.com/viewpoints/how-much-college-can-you-afford?ccsource=email_weekly
12/15/11 Age-Related Tax Milestones http://www.smartmoney.com/taxes/income/happy-birthday-watch-out-for-age-sensitive-tax-rules-20993/?cid=djem_sm_dailyviews_h
12/15/11 Jobless Claims At 3.5 Year Low http://www.reuters.com/article/2011/12/15/us-economy-idUSTRE7BE12S20111215?feedType=nl&feedName=usbusinessearly
12/15/11 Skyworks (SWKS +4.6%) trades higher after Deutsche's Jonathan Goldberg upgrades them to Buy.
12/14/11 MasterCard (MA) initiated with a Buy at Nomura. Target $500.
12/14/11 Caterpillar (CAT) maintains dividend at $0.46/share of common stock, payable Feb 18 2012 to stockholders of record Jan 20 2012.
12/14/11 Altera (ALTR) upgraded to Outperform from Market Perform at BMO Capital.
12/14/11 Logitech division joins VMware Technology (VMW) Alliance program.
12/14/11 Qualcomm (QCOM) initiated with a Buy at WJB Capital. Target $65.
12/14/11 Priceline.com (PCLN) coverage resumed with a Buy at Goldman.
8/29/11 Consumer Spending Jumps on Strong Car Sales in July. http://bit.ly/rh1CYj
8/25/11 EU approves Berkshire Hathaway's purchase of Lubrizol (LZ).
8/24/11 Aqua America (WTR) initiated with an Equal Weight at Barclays.
8/24/11 Endo Pharma (ENDP) current valuation overly pessimistic, says Jefferies.
8/24/11 Albemarle (ALB) to manufacture 1st synthetic renewable base oils from Amyris Biofene.
8/23/11 U.S. Stocks Stay Strong; Exxon Mobil Rises 2%.
8/23/11 LULU 6.91%, CRR 5.70%, PPO 4.84%.
8/23/11 Travelzoo (TZOO) board authorizes repurchase of up to 500,000 shares.
8/23/11 Priceline.com (PCLN) initiated with an Outperform at Credit Suisse.
8/23/11 Qualcomm (QCOM) shares should be bought on weakness, says Citigroup.
8/20/11 Anadarko (APC) upgraded to Buy from Neutral at Ticonderoga.
8/19/11 Amerigroup: Potential to Double in Price.
8/19/11 Autodesk (ADSK) reported 2nd quarter earnings of $.36/sh, beating consensus estimate.
8/16/11 VMWare: Barclays Says Buy, $114 Target.
8/16/11 Industrial Production Surges, Import Prices Rise.
8/11/11 AGP 4.44%, ALTR 4.93%, APC 5.73%, PPO 4.96%, SWKS 5.25%
8/10/11 Even Bears Say Volatility Overstated http://bit.ly/oDT6ev
8/09/11 Responsys (MKTG) reports Q2 earnings of $.07/sh, $.04 better than consensus.
8/09/11 Stocks Soar Most in Two Years, S&P 500 Up 4.8% http://bloom.bg/qqIOod
8/05/11 S.&P. Downgrades U.S. Long-Term Debt http://nyti.ms/qeWY39
8/05/11 Priceline.com (PCLN) target raised to $640 at Deutsche Bank.
8/05/11 VMware (VMW) upgraded to Outperform from Market Perform at Wells Fargo.
7/29/11 Illumina (ILMN) upgraded to Outperform from Neutral at Mizuho.
7/29/11 Chevron (CVX) reports Q2 earnings of $3.85/sh, $.34 better than consensus. Revenues rose 30.6% yr/yr to $66.67 bln vs the $67.01 bln.
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