Skip to content

News & Resources

July 15, 2012

Profitable Investment Returns Still Possible

The S&P 500 Stock Index has gained 9.5%, including dividends, so far this year, and the Barclays Intermediate U.S. Treasury Bond Index has increased modestly, by 1.1%. 

Despite a fair amount of volatility over the last two months, equities have performed reasonably well this year through the end of June.  The news headlines continue to focus on the difficulties around the world, including those in the Eurozone and deficit spending here at home.  While caution is warranted, opportunities remain for profitable investment returns.  Given the low yields that fixed income investments offer, we are leaning towards stocks, subject to each client’s specific investment guidelines.  Valuations and dividend yields on many of our equity holdings appear attractive for long-term investors in light of the current interest rate environment.

« Back to List of News