November 1st, 2012
“In the business world the rear view mirror is always clearer than the windshield.” Warren Buffett Investment Perspective Despite a lack of clarity and many issues to be concerned with, our clients and most long-term investors experienced significant gains in the third quarter (see Part II, Third Quarter Investment Results). Our traditional equity and […]
Read more > July 31st, 2012
“The key to making money in stocks is not to get scared out of them.” Peter Lynch Investment Perspective Life has a way of injecting reality into our good time. The first quarter was a great period for investors, but one should never annualize investment returns after one good quarter. The second quarter ending June 30th […]
Read more > April 30th, 2012
“We must build dykes of courage to hold back the floods of fear.” Martin Luther King, Jr. Investment Perspective We had an excellent first quarter for our equity based strategies, both defensive and traditional with gains as high as 17% (net) for our best performing strategy. This was accomplished despite widespread investor fears that continued […]
Read more > January 30th, 2012
“The economy depends about as much on economists as the weather does on weather forecasters.” Jean Paul Kauffmann Investment Perspective The fourth quarter of 2011 saw equity markets significantly rebound from the sharp downturn experienced in the third quarter. The entire year was a troubling and difficult one for investors as volatility from economic, geopolitical, and natural […]
Read more > January 24th, 2012
Dear (Client): We wanted to take this opportunity to thank you for investing in our Dividend Growth strategy. You probably have noticed that we had a very good year in 2011 by appreciating 12.0% net of all fees and expenses. (This compares favorably to the S&P 500 which advanced 2.1%.) We appreciate your confidence in […]
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