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Client Briefing

A monthly publication by Burke, Lawton, Brewer & Burke, LLC for brokerage clients.

2012
January The final print version of the Client Briefing.

2011
December Uncertainties abound but much to be optimistic about in 2012.
November The top five things keeping your Portfolio Manager up at night.
October GDP growth in the US, worried about Europe persist.
September European debt and economic growth.
August Stimulus hangovers and volatility.
July Debt problems, here and abroad.
June June 2011 looks a lot like June 2010.
May Worries in Europe and Debt Ceilings at Home.
April US Debt Issues and Oil Prices.
March Japan and the Arab World.
February Key emerging themes.
January Continued economic improvement.

2010
December A look forward at 2011.
November Quantitative Easing - Take Two.
October Reasons for rising markets.
September Economic data stabilizes, double dip seems highly unlikely.
August Pervasive uncertainty: unfulfilled expectations, birfurcated vision, role of goverment, lack of control.
July Investors characterized US financial market in "typical pause." Past trends of recession and growth are studied.
June Investors worry about recovery, as volatility returns. Examination of the market correction on the horizon.
May International issues have huge effect as financial markets trend lower.
April Reasons behind the well-performing equity markets are analyzed.
March Issues that currently plague the US economy, including geo-political conflicts.
February US markets in an "in-between" state, volatility and potential double-dip recession worry investment firms across the nation.
January A positive start to 2010, as financial data (GDP) from 2009 is examined.

2009
December Financial markets steady, a look at the unemployment and housing crisis.
November A look back at the last year, and a look ahead to 2010 and what it holds for investors and brokers.
October US financial market on brink of recovery, investors takes sides over two different schools of thoughts about recovery are assessed.
September Growth continues for US markets, worries about inflation and deflation are studied.
August Consistent growth of the US financial world is examined.
July Examination of the first half of 2009 paints an improving picture for investors.
June An in-depth analysis of the current "sideways" trading markets and what it means for investors.
May Markets stay steady as wealth managers and investors show hope in some sort of recovery.
April Improvement in equity prices leads to a steady and positive month for US financial markets and investment firms.
March No good news in the financial world, Investors try to be optimistic on a slowdown of losses by major banks.
February Lack of good news leads to a disappointing market.
January Extremely low interest rates, concerns about banks leads to negative economic tone.

2008
December A review of a most gloomy year experienced by investors, investment management firms and banks alike.
November Recap of recent news headlines, dismal moods for investors due to poor financial markets.
October Broad, macro-economic view of the ever-changing financial markets
September Filing for bankruptcies, bail-outs, turmoil for investors and financial advisors.
August Current state of the US Economy and how it affects investors, financial planners.
July Housing markets as well as global financial situations in turmoil, investing patterns erratic.
June Key domestic factors paint a complicated financial picture for investors.
May An in-depth look at the housing markets and how it affects investors.
April An examination of erratic investment patterns and high volatility in financial markets.
March Volatility spawning volatility in markets as investors face uncertainties.
February Analysis of recent federal fund rate cuts.
January High level of volatility in US markets and the announcement of the stimulus packaged are examined.

2007
December The potential of a slow housing market and its effects on US economy.
November A report of major issues faced by US markets in 2007.
October An outlook of the major issues the US economy will face in the coming months.
September A thorough examination of the unexpected decrease in federal funds rate and discount rates.
August A look at the sudden disruption in the stable nature of US markets.
July Relationship between two economic variables- inflation and interest rates.
June A look back at the first half of 2007, and a look ahead at the second half.
May Rally by US markets despite high fuel prices.
April An examination of the events that took place in the first quarter of 2007.
March Forces behind the dramatic volatility of US markets.
February A look at earnings from the last quarter of 2006 and Chairman Bernanke's monetary policy report.
January January results forecast a positive year for investors in 2007.

2006
December The challenges that federal reserve faces in respect to inflation and sustained growth.
November A look at the forces affecting the current US financial markets.
October Low oil prices help DJIA cross 12,000.
September An in-depth look at recent changes in the oil and housing markets.
August Current state of the US economy and prominent international issues.
July Geo-political and domestic economic news in the second-quarter of 2006.
June The argument over pending inflation of the US economy.
May An examination of the recent volatility in US as well as global markets.
April An overview of geo-political and domestic economic issues.
March An insight into potential changes in the housing market and the inflationary nature of economy.
February A look at the recent positive changes in the US Financial markets and international issues on deck.
January A look at the key issues that the US market stands to face in 2006.