Who We Are
2nd Quarter 2012
Small-cap stocks represented by Russell 2000 index except where otherwise noted
large-cap stocks represented by Russell 1000 index, again except where noted. Foreign stocks represented by the
Europe, Australia, Far East Index, and U
bonds by the Lehman Bros. Gove
rnment/Corporate Bond Index.
Small-cap stocks tend to be more volatile than large-caps. Bonds offer a fixed rate of return while stocks will fluctuate. Indices are unmanaged and do not represent any specific investment. Foreign investing involves special risks
including political unrest, economic instability
and currency fluctuation. Past performance does not indicate future results.
3rd Quarter 2013
2nd Quarter 2013
1st Quarter 2013
4th Quarter 2012
3rd Quarter 2012
This article was written by a professional financial journalist for
Kingsley Perkins and Company, LLC
and is not intended as legal or investment advice.
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