1Q | 2013 As of December 31, 2012 Guide to the Markets ® Table of Contents EQUITIES ECONOMY FIXED INCOME INTERNATIONAL ASSET CLASS U.S. Market Strategy Team Dr. David P.…

1. Financial Planning Strategies for Women & FamiliesBarry Mendelson, CFP® 925-988-0330 x22 [email_address] As of December 31, 2010 2. Opinions expressed are those of…

1. Current Market Conditions and Investor Behavior Barry Mendelson, CFP® 925-988-0330 x22 [email_address] As of September 30, 2010 2. Opinions expressed are those of Barry…

1. Fairport in FifteenAudio recorded on October 13, 2011 2. J.T. MullenChief Investment StrategistJ. T. Mullen joined Fairport Asset Management in 2011, bringing more than…

1. 1Q | 2013 As of December 31, 2012 ®Guide to the Markets 2. Table of Contents EQUITIES 4 ECONOMY 16 FIXED INCOME 34 INTERNATIONAL 42 ASSET CLASS 55 U.S. Market Strategy…

1. JPMorgan Funds - Global Merger Arbitrage Fund Alternative UCITS Retreat - December 2011 FOR PROFESSIONAL INVESTORS ONLY, NOT FOR USE BY OR DISTRIBUTION TO RETAIL INVESTORS…

1. 4Q | 2011 As of September 30, 2011Guide to the Markets 2. Table of Contents EQUITIES 4 ECONOMY15 FIXED INCOME 30 INTERNATIONAL39 ASSET CLASS49U.S. Market Strategy TeamDr.…

Slide 1The Importance of Being Earnest: A review of the affluent case Slide 2 Retirement Portfolio risk Market returns Policy regarding taxation, savings & entitlements…

Slide 1Investment Communication Skills May 2014 FOR PROFESSIONAL CLIENTS ONLY – NOT FOR RETAIL USE OR DISTRIBUTION Slide 2 Learning objectives To enhance investment communication…

Slide 1Speaker name, Title Date of presentation Slide 2 Commodities are used by everyone, everyday An average 200kg of COPPER in a single-family home 1. That’s equivalent…