Captrust Quarterly Investment Insights

2nd quarter 2008

The early gains in April were offset by the declines in June. The continued pressure from rising energy costs sparked fears of inflation, leaving the Fed little room to further stimulate a stalled economy. Add to that the troubled real estate market and its continued downward pull on financial stocks and you had little reason for the market to move higher.

*NOTE: Index descriptions found in market commentary

Praying for Profits

Steve Schott, a managing principal and head of CapTrust’s Schott Religious Consulting Services, was interviewed on CNBC concerning the unique characteristics of our Catholic clients and how we assist in optimizing performance within the context of socially responsible investing.

> Watch Video

Oil Everywhere but not a Drop to Drink
Robert Piccirilli, investment consultant and member of the Investment Research Committee, discusses the major headlines regarding oil’s rapid price increase and overall volatility.
> Read More

“The crucial question is not whether long-term returns on common stocks will exceed returns on bonds or bills if the investor holds on…The crucial question is whether the investor will, in fact, hold on.” ~ Charles Ellis

Mathew R. Doyle, CFP® Director of Family Office Services 102 W. Whiting Street, Suite 400 Tampa, FL 33602 Email: matt.doyle@captrustadv.com Phone: (813) 218-5023 Toll Free: (888) 697-5908 www.CapTrustAdv.com

		Calamos Market Review and Outlook

		John and Nick Calamos, investment managers of the flagship Calamos Growth product, offer their thoughts on everything from the market to inflation and the election. > Read More

		Crisis and Coherence

		Mohamed El-Erian, Co-CEO and Co-CIO of PIMCO and former President and CEO of Harvard Management Company, offers his thoughts on the current market conditions and what to look for in the coming months to address the mounting issues. > Read More

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CapTrust Advisors does not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. Figures in the Family Office Services section above represent assets and clients serviced by CapTrust Advisors, LLC and CapTrust Advisors, a member of Wachovia Securities Financial Network.

CapTrust Advisors, LLC is a Registered Investment Advisor with the SEC.