We hold no bond fund positions at this time, but maintain bond ladders that
were constructed for specific purposes. We have deployed a portion of the money
from bond positions into dividend index funds and high quality, large-cap,
above average yield stocks with a long-term history of consistent payment and
dividend growth. As a result, we have received a number of questions. This
report provides some background information on our thinking about that decision.
This will serve as a good jumping off point for our individual discussions.
Disclaimer: Opinions expressed in this material and our disclosed positions
are as of July 5, 2010. Our opinions and positions may change as subsequent
conditions vary. We are a fee-only investment advisor, and are compensated
only by our clients. We do not sell securities, and do not receive any form
of revenue or incentive from any source other than directly from clients. We
are not affiliated with any securities dealer, any fund, any fund sponsor or
any company issuer of any security. All of our published material is for informational
purposes only, and is not personal investment advice to any specific person
for any particular purpose. We utilize information sources that we believe
to be reliable, but do not warrant the accuracy of those sources or our analysis.
Past performance is no guarantee of future performance, and there is no guarantee
that any forecast will come to pass. Do not rely solely on this material when
making an investment decision. Other factors may be important too. Investment
involves risks of loss of capital. Consider seeking professional advice before
implementing your portfolio ideas.
IMPORTANT NOTE: We are a Registered Investment Advisor. We do not sell
investments or control client assets. We are professional advisors compensated
on an hourly basis or flat fee basis for portfolio management or for our coaching
advice. Clients for personal investment advice receive recommendations and
guidance tailored to their specific needs. Newsletters and research publications,
are not personal investment advice, are generic in nature and should not be
interpreted as specific advice for any specific person or situation. In our
research, we utilize information sources that we believe are reliable, but
do not warrant the accuracy of those sources or our analysis. Research, data
and opinions expressed on this site are for information purposes only, are
general in character and are not advice specific to any individual investor.
Copyright 2008-2012 by QVM Group LLC All rights reserved.
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