Mountain Money Blog

This quarter’s equity market performance was characterized by significant volatility. Following an upward move in April, the market fell steadily for nearly two months. A strong rally in the last week of June left the S & P 500 with a fractional loss (-.10%, including dividends) for the quarter. Other asset classes were all over […]

Despite extraordinary seismic (Japan) and geopolitical (Tunisia, Egypt, Libya) events during the first quarter, the equity markets experienced a strong gain. The S & P 500 Index returned 5.92%. The Dow Jones Industrial Average, up 6.41%, had its best first quarter since 1998. Mid and small-cap stocks continued to outpace large company stocks and for […]

Once again RightPath, is a sponsor of SustainaBiz (http://bookwhen.com/sustainabiz), the third annual conference on sustainable business practices co-sponsored by Summit Independent Business Alliance and Our Future Summit. Held on April 27, this is a great, community oriented all-day event dedicated to making sustainability a reality. There will be speakers, panels and round tables, all geared toward […]

I will be appearing on a panel at the Wednesday, March 9, 2011 Our Future Summit monthly meeting. The topic of the forum is “Social Enterprise: Applying innovative business models and risk capital to solve social problems.” The forum is scheduled from 7:00 to 9:00 pm at the Summit County Community & Senior Center in […]

Here I am in San Antonio at SRI in the Rockies, the annual conference for socially responsible investing professionals.

My client note accompanying 1st quarter 2010 portfolio reports includes an interesting chart placing the market returns of 2008 and 2009 in historical perpective.

Here is my client note accompanying 4th quarter 2009 portfolio reports, providing some perspective on the last couple of years.