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Integrated Wealth Management

Investing Newsletter - Jan 2014

  • US high quality bonds had their worst investment performance since 1994.

  • US stocks had their best investment performance since 1997.

  • If you feel the urge to increase your stock allocation, consider waiting to do so.

  • If you were tempted to reduce your stock exposure in 2012 but stayed the course and benefited from the high returns of 2013, consider trimming your equity exposure now.

  • Short term stock market predictions should be uniformly ignored and a longer term perspective adopted.

  • Long-term valuation measures indicate that longer term returns could be below historical averages.

  • Lower risk hybrid investments continue to offer more downside protection than stocks.

  • First trust deeds should continue to outperform high quality bonds.

Investing Newsletter - Jan 2014