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Volume 18: 4th Quarter 2011

Panorama: The Importance of Income InvestingBy Kristin Nicholson

The increase in stock market volatility during recent years has arguably had the most direct impact on retirees or those preparing for retirement. It is always uncomfortable to own stocks through periods of market weakness … More

The Expense of Higher Education By Cary Biren

I frequently meet with clients to discuss college planning, and these conversations almost always have one thing in common: a stunned look, followed by … More

The Energy Outlook By Gary Pollock

Increased global demand, depletion of supply, the development of alternative energy sources and new technologies—all these factors point to a healthy energy sector in the years to come … More

Dealing with Market Volatility By Matt Hall

Everyone in our business has his or her own special recollections of each and every bear market that comes along. However, the first one you encounter always seems more significant—sort of like the time you crashed dad’s car after he told you not to drive it … More

Take Two Aspirin and Rebalance in the Morning By Laura Harrison Ward

Market volatility has increased significantly in recent months, leading many investors to question their investment strategies. In part, this is driven by a dramatic increase in high-frequency trading, which is based on computer algorithms rather than fundamental analysis … More

From the Editor: If you have any questions, comments, or suggestions for Spectrum, you may contact the editor
or call 212-259-5937.

Disclaimer/Disclosure: First Republic Private Wealth Management encompasses First Republic Investment Management ("FRIM"), First Republic Trust Company ("FRTC") and First Republic Securities Company, LLC ("FRSC"), Member FINRA/SIPC. FRIM is a SEC Registered Investment Advisor. This document is for information purposes only and is not intended as an offer or solicitation, or as the basis for any contract to purchase or sell any security, or other instrument, or to enter into or arrange any type of transaction as a consequence of any information contained herein. All analyses and projections depicted herein are for illustration only, and are not intended to be representations of performance or expected results. The results achieved by individual clients will vary and will depend on a number of factors including prevailing dividend yields, market liquidity, interest rate levels, market volatilities, and the client's expressed return and risk parameters at the time the service is initiated and during the term. Past performance is not a guarantee of future results. Investors should seek financial advice regarding the appropriateness of investing in any securities, other investment or investment strategies discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. Although information in this document has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness, and it should not be relied upon as such. This document may not be reproduced or circulated without our written authority. The investment services and products mentioned in this document may often have tax consequences; therefore, it is important to bear in mind that FRIM does not provide tax advice. The levels and bases of taxation can change. Investors' tax affairs are their own responsibility and investors should consult their own attorneys or other tax advisors in order to understand the tax consequences of any products and services mentioned in this document. Products and/or services offered by First Republic Securities Company, LLC, and First Republic Investment Management are not deposits or obligations of, or insured, guaranteed or endorsed by any bank, Federal Deposit Insurance Corporation, the Federal Reserve Board, or any other agency, entity or person. The purchase of securities involves investment risks including the possible loss of principal.