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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

Staff Changes

 

Our Executive Administrator of many years, Marilyn Drobenaire, left Kochis Fitz in December in order to pursue her graduate business education.  We will miss her tremendously.

To begin to fill that gap, Linda Frandsen joined us in December, as Executive Assistant to the CEO and secretary to all our standing committees.  Linda had previously served, for more than 18 years, as executive assistant to the Managing Partner of a San Francisco law firm and was the manager of administration for that firm.

Early in this past quarter, Carlos Alvarado, recently from New York City, joined our Administration department and Monica Ma, a Shanghai native and recently employed by the investment consulting firm, Cambridge Associates, joined our investment research staff. 

Please welcome Linda and Carlos and Monica.  They are very eager to contribute to our work for you.

 

KOCHIS FITZ

60 Spear Street, Suite 1100, San Francisco, CA 94105
P 415.394.6670 F 415.394.6676 KochisFitz.com