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Commentary
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Volume 19: 1st Quarter 2012
Panorama: 2011 in Review
Volatility was the operative word in markets around the globe in 2011. Against a backdrop of political turmoil in the Middle East, a bruising debate over the debt ceiling in the U.S., and the ongoing financial crisis in Europe … More
The Pitfalls of Gifting
Those who are accustomed to donating appreciated stock to charities often assume the same strategy applies for gifts to children and grandchildren … More
Shopping for a Good Stock
Selecting consumer stocks can be difficult, as there are a host of options ranging from retail clothing chains to restaurants to automobiles … More
"It's a Privilege to Serve You"
The first time I went to Hawaii on business in 2002 I was called a "coastal haole" (pronounced
"\hau-lē")…with a smile. This, I learned, is a mildly pejorative term, somewhat akin … More
From the Editor: If you have any questions, comments, or suggestions for Spectrum, you may contact the editor
or
call 212-259-5937.
Disclaimer/Disclosure: First Republic Private Wealth Management encompasses First Republic Investment Management (“FRIM”), First Republic Trust Company (“FRTC”) and First Republic Securities Company, LLC (“FRSC”), Member FINRA/SIPC. FRIM is a SEC Registered Investment Advisor. This document is for information purposes only and is not intended as an offer or solicitation, or as the basis for any contract to purchase or sell any security, or other instrument, or to enter into or arrange any type of transaction as a consequence of any information contained herein. All analyses and projections depicted herein are for illustration only, and are not intended to be representations of performance or expected results. The results achieved by individual clients will vary and will depend on a number of factors including prevailing dividend yields, market liquidity, interest rate levels, market volatilities, and the client’s expressed return and risk parameters at the time the service is initiated and during the term. Past performance is not a guarantee of future results. Investors should seek financial advice regarding the appropriateness of investing in any securities, other investment or investment strategies discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. Although information in this document has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness, and it should not be relied upon as such. This document may not be reproduced or circulated without our written authority. The investment services and products mentioned in this document may often have tax consequences; therefore, it is important to bear in mind that FRIM does not provide tax advice. The levels and bases of taxation can change. Investors’ tax affairs are their own responsibility and investors should consult their own attorneys or other tax advisors in order to understand the tax consequences of any products and services mentioned in this document. Products and/or services offered by First Republic Securities Company, LLC, and First Republic Investment Management are not deposits or obligations of, or insured, guaranteed or endorsed by any bank, Federal Deposit Insurance Corporation, the Federal Reserve Board, or any other agency, entity or person. The purchase of securities involves investment risks including the possible loss of principal.
© First Republic Private Wealth Management 2012. All rights reserved.
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