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12.31.11

 

After tremendous volatility throughout the year, the S&P 500 index ended 2011 where it started, with its 2% return coming from dividends.  Small and mid-cap stocks closed the year down 4.2% and 1.7%, respectively, despite posting double-digit...
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9.30.11

  Following mostly positive returns for the furst half of 2011, concerns about Europe's debt woes and negative global economic news sparked recession fears and drove stock markets down steeply in the third quarter. Stocks around the ...
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2011 - Mining for Hidden Gems Among Funds, The Wall Street Journal, December 5, 2011

2009 - Better Than Ever, The Business View, November 2009
2008 - Downtown Redo Redux, Mobile Press-Register, May 18, 2008
2008 - T. Leavell & Associates announces new name

 

 
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2011 - 1st Quarter, 2nd Quarter, 3rd Quarter, 4th Quarter

2010 - 1st Quarter, 2nd Quarter, 3rd Quarter , 4th Quarter

2009 - 1st Quarter, 2nd Quarter, 3rd Quarter, 4th Quarter

2008 - 1st Quarter, 2nd Quarter, 3rd Quarter, 4th Quarter

2007 - 1st Quarter, 2nd Quarter, 3rd Quarter, 4th Quarter

2006 - 4th Quarter

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  ARTICLES OF INTEREST
 


2011 - When to Take Social Security, Forbes 07-12-2011
2008 - Bond Funds Can Add Stability, The Wall Street Journal 08-12-2008
2008 - Why Now Is the Time to Help Your Heirs, The Wall Street Journal 10-18-2008

 

 

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