December 2011
Portfolio Manager Report
What's Changed?
We continue to believe that our "slow-growth, not no-growth economy" will produce profits for savvy investors.…
January 2012
Fixed-Income Market Commentary Bonds were boffo in 2011
Bond investors had another bang-up year in 2011, as steady income and rising prices rewarded those who stayed the course. …
Wealth Management Perspectives Keeping on Top of Your Insurance Coverage
Making sure that you have appropriate and adequate coverage on both your life and your property should be at least an annual exercise.…
Analyst Spotlight An Interview with Fixed Income Manager Christopher Keith
Chris talks about the role of bonds in an overall portfolio, how he works with clients who want to build a custom bond portfolio, and what area of the bond market he likes today…
Research Perspective
Why Active Management?
The question of why to use, or not use, active investment management remains popular with investors.…
Five Factor Equity Model as of December 2011 Our outlook is cautiously optimistic. Our relative optimism is driven by continued (slow) U.S. economic growth, reasonable valuations, and low interest rates
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