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Heron Financial's Edwards Sees 8% 2013 Rise in S&P 500

Financial Markets CommentaryJanuary 22nd, 2012
  

About DAVID EDWARDS

President

  
David is the president, founder and portfolio manager of Heron Financial Group.  David was previously associated with Morgan Stanley, JP Morgan Securities and Nomura Securities. 
  
David holds a BA from Hamilton College and an MBA from Darden Graduate School of Business, University of Virgina.  
  
David includes sailboat racing among his hobbies and serves on the board of Nantucket Community Sailing in Massachusetts.

About HERON FINANCIAL GROUP, LLC

 

Heron Financial Group is a Registered Investment Advisor serving individuals and families across the United States, Europe, Asia and Latin America.

 

Our clients are corporate executives, managing partners of law firms and consultancies, Wall Street professionals, owners of businesses, and heads of families.

 

Our purpose is to clarify and simplify the means by which our clients will achieve their financial goals.

 

Client relationships range from $500,000 to $10 million in assets.

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Greetings! 

 

David Edwards talks with Bloomberg's Kathleen Hays and Vonnie Quinn on January 22 on Bloomberg Radio's "The Hays Advantage."

 

  

David Edwardssays with the Standard & Poor's 500 Index posting record revenues, earnings, and "cash on balance" it is reasonable to forecast an 8% increase in the index this year "no matter what happens in Washington."

 

The replay is available as an Audio Podcast. 

 

 

As always, please call with questions and concerns.

 

 

                                                        Yours sincerely,

                                                

                                                         David Edwards
 
                                                        Heron Financial Group, LLC

 

The HERON FINANCIAL GROUP Financial Markets Commentary is published following month end and whenever market conditions require comment. The views expressed in this letter represent HFG opinion and strategy as of the date published and can change at any time upon receipt of new information. Data quoted in this letter are from sources deemed reliable, but no guarantee of such data is implied.

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