Mark your calendars for March 20th for our new location celebration! We want to show you our new beautiful offices 7:30 – 9:00 am for a continental breakfast or 4:00 – 6:00 pm for beverages and hors d’oeuvres. Look for a formal invitation to come.
We are pleased to announce that Alex Dolle has joined Northwest as a Portfolio Manager. Alex is a Chartered Financial Analyst (CFA), has a B.A. in Economics and Political Science from Bucknell University, and worked the last 5 years as a Senior Fixed Income Investment Analyst for Wilkins Investment Counsel in Boston, MA. Prior to that, he was a Senior Analyst for Great American Group in Needham, MA. He will be a great complement to our investment team.
We’re excited to have Alex on board and look forward to introducing him to all of our clients and business associates.
View the latest charts and comments on the U.S., Oregon, and Washington economies from Dr. Conerly of Conerly Consulting.
We are pleased to re-post Dr. Conerly’s charts for our clients. Please see his site for more data and comments: www.conerlyconsulting.com. Click the images below for larger versions.
The Dow and the S&P each finished down over 2% yesterday, and the year-to-date return of both is over 5% on the negative side. While certainly not predictable, short term results like this are well within the range of what should be expected from time to time. We have been reporting for several months now that on the heels of a big 2013, we were finding good bargains to be few and far between. Further selling over the coming days and weeks, if it occurs, should begin to reveal the type of risk/return situations for which we have been patiently waiting. With economic news mixed and 4th quarter earnings releases coming out daily, there is plenty of data to influence the marginal investor one way or the other. We will continue to bide our time awaiting the right situations.