Archive for October, 2009

With only two trading days left in the month of October, we certainly haven’t seen the significant pullback everyone has been expecting. The DOW and S&P have sat roughly flat for the month, amidst these negative expectations. Not only have the markets remained relatively flat over the last 30 days, but there have also been […]


We would like to make you aware of the changes that will be occurring in our Moderate and Aggressive Portfolios. Because of our ever-changing economy, we are adjusting these portfolios to take full advantage of the current economic climate. The changes are as follows: Lowering exposure: • Large Cap Growth Increasing Exposure: • Small Cap […]


We would like to take a moment update you on our YTD performance through September 30th. As you may remember we have been over-weighted in five sectors of the economy. • Emerging Markets (+61.25%) • Technology (+49.75%) • Natural Resources (+32.77%) • Large Cap Growth (+26.86%) • Financial Services (+25.98%) Europe held a small position […]


You can now watch Ron Sloy in his KOIN TV interviews! Either visit the Ron Sloy YouTube Channel (http://www.youtube.com/user/RonaldSloy) or watch the two segments below: The first segment – “Financial Dos and Don’ts” – discusses some Financial Tips for college students and young adults. The second segment – “Making Money in the Stock Market” – […]


If you weren’t able to see it, following is a link to the interview I had with Mike Donahue which aired yesterday on KOIN TV: Keep It Local, reflecting my views on the market and sectors we’ve had great success with this year.   (Once the link opens, this interview is the fourth box scroll to the […]


For those of you who may be interested, I was asked to speak on a local television broadcast entitled “Keep it Local” on KOIN Channel 6 this past Monday.  They have asked me to return on Monday, October 5th, to discuss the financial markets.  I will be interviewed by Mike Donahue, and the piece will […]