Quarterly Review and Outlook – 2nd Quarter 2013

The 2nd quarter was an eventful one for us at BT Wealth, as the US equity markets extended a run and then made a quick pull back in June on comments from Ben Bernanke, bonds lost value as they endured a two-pronged attack of interest rate and spread widening, and we wished Steve Barth well as he decided to take on a new challenge in his career. Steve Barth and I, Scott Craig, have worked closely together managing BT Wealth over the past 3 ½ years. I want to thank Steve for his significant contributions to BT Wealth. We wish him the best in his new endeavors.

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