I’ve posted our year end Financial Review and Outlook contained in our Newsletter for January, 2012. The bumps experienced by many investors in 2011 were cushioned by our Balanced/Value style and most clients had what they have told me was a positive, satisfying experience. This, despite the highest volatility for equities since the dark days of 2008 and headlines suggesting impending doom for a heavily indebted US Federal government and a financially unstable Euro Zone. We found plenty of opportunity in high yielding preferred, MLP’s and Equities, while maintaining our strong allocation to high quality bonds with strong yields.
I invite you to go to the Newsletter link in the tan box to the right, and take a look at how we faired and what we see ahead.
