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JUNE 2009

       We ended the First Quarter 2009 on a note of cautious optimism, sparked by a strong March rally that lifted the S&P 500 Index to an 8.76% return for the month. That optimism seemed justified as the rally pushed forward during the Second Quarter 2009, with the S&P 500 Index returning 15.9% for the period and posting a 36 % gain since establishing a twelve year low on March 9.

Click below to download the full report.

        • June 2009 - Quarterly Report


Archives:

        • October 2008 - Quarterly Report

        • July 2008 - Quarterly Report

        • April 2008 - Quarterly Report

        • January 2008 - Quarterly Report

        • October 2007 - Quarterly Report

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Thomas B. Carreras, CLU, ChFC, LUTCF, CFS, CFP. Investment Advisor Representative.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdicton. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of AZ, CO, FL, NC and OH.
Secuities and advisory services offered through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Carreras Financial Services, Inc. are not affiliated. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
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