2008
07.23.08 - CAG Markets Outlook Summary
07.11.08 - Client Memorandum: Mid-Year Markets and Economic Update - The first half of 2008 has dramatically reinforced the idea that over the short term the stock market is predictably unpredictable. The sharply negative first quarter...
1st Quarter 2008 - Capital Markets Review - The first quarter of 2008 was a turbulent one for financial markets around the world. Both stocks and bonds experienced significant volatility, primarily stemming from continued concerns about...
01.25.08 - Client Memorandum: Markets and Economic Update - The stock market correction that started in the fourth quarter has quickly escalated in the New Year, and panic selling has ensued in the global equities markets...
01.23.08 - CAG Markets Outlook Summary
2007
4th Quarter 2007 - Economics and Markets Review - Subprime mortgage woes touched nearly every corner of world financial markets in the 4th quarter, as a nearly unprecedented loss of liquidity significantly reduced the appetite for risk taking...
10.16.07 - CAG Markets Outlook Summary
3rd Quarter 2007 - Economics and Markets Review - SGiven the market volatility, widening credit crunch, housing market collapse and hedge fund debacles, it is hard to believe the stock market ended the quarter in the black...
07.17.07 - CAG Markets Outlook Summary
06.01.07 - Introduction to the Global Fiduciary Standard of Excellence - The Global Fiduciary Standard of Excellence (the Standard) is becoming the accepted model for benchmarking exceptional stewardship by investment fiduciaries...
2nd Quarter 2007 - Economics and Markets Review - As the second quarter drew to a close, America's economy showed signs of moderate growth, yet still wasn't able to shake
the effects of the real estate crisis. Heads turned on Wall Street when...
04.17.07 - CAG Markets Outlook Summary
04.01.07 - CAG Investment Philosophy - In our role as the Fiduciary Advisor, our primary responsibility is helping our Clients to achieve certain long-term financial goals. Therefore, our investment management approach is based on the well-founded...
04.01.07 - Introduction to the Global Fiduciary Standard of Excellence - The Global Fiduciary Standard of Excellence (the Standard) is rapidly becoming the accepted model for benchmarking investment stewardship and fiduciary conduct...
01.17.07 - CAG Markets Outlook Summary
01.01.07 - CAG Annual Report - The CapGroup Advisory Board is an informal group of outside advisors that assists the firm's management with strategic business planning. This "interview" captures the essence of our Annual Report to our Advisory Board...
2006
4th Quarter 2006 - CAG Quarterly Flash Report - Strong corporate profit growth,slowing but positive GDP growth, and moderate inflation led to another strong global equity market for the 4thQuarter...
2005
10.25.05 - Asset Protection Planning Memorandum - Umbrella Liability Insurance - Asset protection planning is a recognized sub-specialty of the estate planning practices of some law firms, and has become an important element in the financial ...