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2nd Quarter 2010

Rutherford Investment Management, LLC
Newsletter: 2nd Quarter 2010

A volatile quarter

A quarter in which volatility ruled saw the Dow Jones Industrial Averages slide 10%. The crash of 2:45 PM (Flash Crash) detailed earlier in my notes to you, concern over Sovereign debt in Europe, especially Greece, and evidence of a slowing economy led to concerns about a double dip recession. (Please see my Daily Journal of Commerce column recently forwarded to you.) All of these concerns led investors to seek safety and pushed bond yields into record low territory. Mortgage loans plumbed all time lows.
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September 13th, 2010|Categories: Quarterly Client Newsletters|Tags: , , , |Comments Off on 2nd Quarter 2010
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1st Quarter 2010

Rutherford Investment Management, LLC
Newsletter: 1st Quarter 2010

Near Term Market Outlook

Since March 9th of last year, the market has seen a steady, if uneven rise. This rise has largely been fueled by the policies of the Federal Reserve.

The Fed provided massive bailouts of the banking sector, enormous liquidity to the credit markets and interest rates near zero percent. the result has been a return of confidence to the economy and a willingness to take a risk.

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May 11th, 2010|Categories: Quarterly Client Newsletters|Tags: , , , |Comments Off on 1st Quarter 2010
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4th Quarter 2009

Rutherford Investment Management, LLC
Newsletter: 4th Quarter 2009

The Lost Decade

The decade of the 2000’s began with the sharpest drop in the US economy since the Great Depression, and ended on an even worse note, eclipsing the drop in the beginning of the decade, and ushering in the Great Recession.

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December 16th, 2009|Categories: Quarterly Client Newsletters|Comments Off on 4th Quarter 2009
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3rd Quarter 2009

Rutherford Investment Management, LLC
Newsletter: 3rd Quarter 2009

Fear Subsides, Market Rallies, Anxiety Continues, A Normal Day At The Office

Last quarter saw a continuation of the market rise that began March 9th, 2009.  The rapid increase was largely the result of a lifting of the fear factor  that pervaded the markets after Lehman Brothers failed last fall.  Download Newsletter

October 16th, 2009|Categories: Quarterly Client Newsletters|Comments Off on 3rd Quarter 2009
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2nd Quarter 2009

Rutherford Investment Management, LLC
Newsletter: 2nd Quarter 2009

The Dash To Trash

We all know what a grim time we have had in the markets in the past year and a half.  From the market highs of October 7th,  the markets are now down 41%.  Equities, fixed income, real estate and commodities have all suffered.

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June 16th, 2009|Categories: Quarterly Client Newsletters|Comments Off on 2nd Quarter 2009
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1st Quarter 2009

Rutherford Investment Management, LLC
Newsletter: 1st Quarter 2009

Big Ben To The Rescue

President Barack Obama’s administration took office in January of this year. Initially we saw a market rally based on optimism, no doubt inspired in part by the eipc change represented by the dramatic election campaign and the election of a President offering so much hope in a time of despair… Download Newsletter

March 1st, 2009|Categories: Quarterly Client Newsletters|Comments Off on 1st Quarter 2009
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4th Quarter 2008

Rutherford Investment Management, LLC
Newsletter: 4th Quarter 2008

Year End Recap 2008

It is no secret; so by now you know that 2008 was the worst year since 1937 which by itself was the worst year since the great depression. The S&P index was down 37% on the year, most of it coming in the last three months…. Download Newsletter

December 12th, 2008|Categories: Quarterly Client Newsletters|Comments Off on 4th Quarter 2008
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3rd Quarter 2008

Rutherford Investment Management, LLC
Newsletter: 3rd Quarter 2008

Nightmare on Wall Street

The fear and trepidation of the financial markets came to realization in the month of September. The broad market fell 8.9% in the month, with the average U.S. equity mutual fund down 10.5%. This brings the market down 25.6% from it October 9, 2007 high through September 30, 2008…. Download Newsletter

October 12th, 2008|Categories: Quarterly Client Newsletters|Comments Off on 3rd Quarter 2008
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2nd Quarter 2008

Rutherford Investment Management, LLC
Newsletter: 2nd Quarter 2008

Bear Claws

With the markets down 10% in June, the overall markets have entered bear market territory. The June numbers were the worst for the month of June since the Great Depression. Since the markets are a leading indicator of the economy, usually when the markets enter bear market territory that signals further erosion in the economy… Download Newsletter

June 12th, 2008|Categories: Quarterly Client Newsletters|Comments Off on 2nd Quarter 2008
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1st Quarter 2008

Rutherford Investment Management, LLC
Newsletter: 1st Quarter 2008

Market Continues Its Losing Ways, Or Does It?

The first quarter of 2008 marked one of the worst quarters in history. The S&P extended its losing streak to five consecutive months, the longest such streak since 1990. The financial system was in turmoil. More large write offs at financial institutions are expected. Housing appears still in a crisis. Credit markets have been dysfunctional… Download Newsletter

April 12th, 2008|Categories: Quarterly Client Newsletters|Comments Off on 1st Quarter 2008
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Investment advisory services are offered through WD Rutherford, LLC dba Rutherford Investment Management (“Rutherford Investment Management”), an investment advisor registered with the U.S. Securities and Exchange Commission. Rutherford Investment Management only offers investment advisory services where it is appropriately registered or exempt from registration and after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A and CRS brochure documents.

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