April 2012 Cautious After a Good Quarter We are pleased that all PVG portfolio strategies benefited from strong first quarter market performance. After such a strong quarter, we have become more conservative or protective of client portfolios. Full article…. April 2012 Market Review
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We anticipate stronger markets for U.S. stocks and higher yielding corporate equity, bonds and income funds this year. The economy continues its slow expansion. Stock values are attractive, particularly relative to low yields on treasury bonds. And, investor confidence has recently been at extreme low levels, similar to those last seen at the 2008-2009 bottom….
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We are becoming more constructive on the markets. The lack of new negative economic or political news, growing negativity on the part of investors, market volatility without a renewed decline, along with the passage of time since early August are all positives in our opinion. In hindsight, stock and bond-market investors, including professionals, were spooked during…
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