• Client Login
  • Contact Us
  • Philosophy & Approach
    • Retirement Happiness
    • How People Mess Up
    • Personal Balance Sheet Approach
    • Financial Decision Planning
      • "FDP" Moments
      • Effective Decisions
      • Real Estate Decisions
    • Opes Advantage Software
      • Conflicting Tradeoff Analysis
    • Comprehensive Integrated Team
      • Wealth Advisors
      • Mortgage Advisors
  • Wealth Management
    • Wealth Management Overview
    • Personal Balance Sheet Planning
      • Retirement Planning
    • Investment Management
      • Process
      • Outside Custodian Charles Schwab
    • Real Estate Advisory Services
      • Integrated Portfolio Analysis
    • Commentary & Analysis
    • Wealth Advisors
  • Mortgage Services
    • Mortgage Services Overview
    • Know What You Can Afford
    • Programs & Rates
    • Apply Online
    • Mortgage Advisors
  • Company & Advisors
    • Our Story
    • Principals
    • Management Team
    • Comprehensive Integrated Team
      • Wealth Advisors
      • Mortgage Advisors
    • Press
    • Careers
    • Contact Us
  • Resources
    • Blog
    • Client Login
    • Commentary & Analysis
  • Commentary & Analysis

Each quarterly commentary contains a brief recap of the economic and financial factors influencing the global economic landscape, our assessments of these factors, and the investment strategies and tactics we will use in that environment.

2011

Investment Commentary

Q3 2011 Investment Quarterly Commentary
Q2 2011 Investment Quarterly Commentary
Q1 2011 Investment Quarterly Commentary

 

Real Estate Commentary

Q3 2011 Real Estate Quarterly Commentary
Q2 2011 Real Estate Quarterly Commentary
Q1 2011 Real Estate Quarterly Commentary


2010

Q4 2010 Quarterly Commentary
Q3 2010 Quarterly Commentary
Q2 2010 Quarterly Commentary
Q1 2010 Quarterly Commentary

 

2009

Q4 2009 Quarterly Commentary
Q3 2009 Quarterly Commentary
Q2 2009 Quarterly Commentary
Q1 2009 Quarterly Commentary

 

2008

Q4 2008 Quarterly Commentary
Q3 2008 Quarterly Commentary
Q2 2008 Quarterly Commentary
Q1 2008 Quarterly Commentary

March 2008 Market Update

 

2007

Q4 2007 Quarterly Commentary
Q3 2007 Quarterly Commentary
Q2 2007 Quarterly Commentary
Q1 2007 Quarterly Commentary

 

2006

Q4 2006 Quarterly Commentary
Q3 2006 Quarterly Commentary

 
 

Relevant Topics

  • Client Login
  • Blog
  • Home
  • Sitemap
  • Privacy
  • Terms of Use
  • Careers
  • Contact Us

Opes Advisors is licensed by the CA Dept. of Real Estate license #01458652, Oregon ML-4902 and NMLS identifier 235584.
Equal Opportunity Lender. Opes Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC).

©2011 Opes Advisors, Inc. All rights reserved.

ehl logo_footer