20 Dec., '12
Year-to-date: Stocks +16%, Gold +7%, and corporate bonds up about 10%. A mixture of the above is up +8.2%. Nice for a conservative portfolio plus a dividend yield of 1.7%; the same as a 5 year CD !
Barry Unterbrink is a fee-based Chartered Retirement Planning Counselor and wealth manager since 1982. As a second generation manager after his father Larry (1934-2021), they managed institutional pension funds totaling $100 million.Both are former Investment Advisory Presidents and financial newsletter publishers.
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