VOLUME XII, NUMBER 2 | JULY, 2005  
 
 

From the Chief Investment Officer - The EU referendum in France and the Netherlands turned out to be a major catalyst for currency markets. In the months ahead of the referendum, the markets seemed to be thinking that the economic implications of the EU constitution, whether rejected or not, would be small…

Important Regulatory/Legislative Updates - As part of our ongoing planning work for clients, we are keeping an eye on relevant changes in the planning environment. Here are a few current developments…

Portfolio Rebalancing - Present and Future - The second quarter was a period of heightened activity in many of clients’ portfolios. As discussed in last quarter’s Commentary, we began restructuring portfolios in April by replacing seven actively managed mutual funds…

Still Time to Refinance? - Discussion of the current environment of mortgage rates and whether or when to refinance is a very frequent agenda item for our recent conversations with clients…

  
 
     

Volume XII, Number 2 | July, 2005
Published Quarterly by: Kochis Fitz
Timothy Kochis, Editor
E-Mail: info@KochisFitz.com
www.KochisFitz.com

Planning Staff:

Sarah K. Bailey
Karen R. Blodgett
Sandra L. Bragar
Linda J. Fitz
Michael P. Fitzhugh
Brett A. Gookin
Kacy Gott
Andy Hamilton
Tim Kochis
Gregory R. Schick
Leigh M. Shimamoto
Thomas G. Tracy
Jane M. H. Zaloudek

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