Some of our asset management clients will have noticed that I have sold some positions in some of their accounts recently. As a rule, we prefer to not sell positions, especially in taxable accounts. Instead, we have distributions paid to cash and use the cash to purchase new positions in order to rebalance the accounts. In this case, we have sold positions in… Read more →
Month: January 2016
4th Quarter Investment Results and More.
Our investment management clients will now find preliminary 4th quarter reports posted in their secure folders. It was a pretty good quarter for most, with the average total return being a gain of 1.92%. The cost of living decreased by approximately 0.15%. Final inflation numbers will become available around the 20th of January. Category returns for the quarter, and the year are shown below.… Read more →