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Wealth Management Commentary
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Volume XIII Number 4 | January 2007

Articles

4 Great Years in a Row...Uh...Oh!

A Few (More) Words on Commodities

Will You Pay More Taxes in 2007? A Look Into Our Crystal Ball

Summary of Q4 2006 Manager Research Activity

Our Year-End 2006 Investment Tactics

ANNOUNCEMENTS

Tim Kochis Wins Schwab IMPACT Award

Communications Limited By Securities Law Restraints

Kochis Fitz Website Makeover

Kochis Fitz Marks 15th Anniversary

Staff Changes

Young Kim Becomes a Shareholder of the Firm

Performance
Results

Past Commentary Issues

Communications Limited by Securities Law Restraints

 

As much as we would like to “tell all” regarding non-public investment opportunities under our review, securities law requires us not to do so in a broadly distributed publication like this Commentary.  As our reviews vet investment opportunities for our clients who are legally eligible to participate, we will, of course, discuss those specific investments directly with them.  Meanwhile, any silence on this front does not mean that we are not in active pursuit of “best-fit” investments, public and private, for appropriate clients.

 

KOCHIS FITZ

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