Branch Manager
Medford, OR 97504
toll free: 800-547-1741
fax: 541-773-1720
- See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
- You’ve worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard, to help you get the most out of life.
- Overreacting to the market events often forces investors to sell at the bottom or miss out on a subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change—or help you stick to it when the market starts to make you jittery.
Portfolio Strategist - A Weekly Guide for Investors (pdf)
Equity Market Weekly (pdf)

