Winter 2011 Quarterly Newsletter – Business Owners

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Posted on January 27th, 2011

Winter 2011 Quarterly Newsletter – Business Owners

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ECONOMIC SUMMARY
Goldilocks Brings Investors A Great 2010

While it’s said that economists and analysts make predictions in order to give weathermen something to laugh at, a solid review of where we came from is necessary in order to focus on the future. Click To Learn More


EQUITY MARKETS
Low Valuations Were Our Friend

The equity markets enjoyed a tailwind of low valuations at the beginning of the year due to jitters over a double dip recession.
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FIXED INCOME
Money Kept Pouring In

Still scared from the Great Recession of 2008, individual investors that missed the 2009 run-up poured cash into fixed income, to the tune of $236B through November searching for yield on their assets. Click To Learn More


HEDGE FUNDS, PRIVATE EQUITY & REAL ESTATE
Worth The Costs?

Equity-based hedge fund managers had difficulty adding value due to high correlations among stocks. Hedge fund index returns should be viewed skeptically from a data perspective for reasons too lengthy and boring to discuss in this brief review (i.e. survivorship bias). Click To Learn More


COMMODITIES & CURRENCIES
Global Growth Lights A Fire Under Commodities

Commodities benefitted generally from expectations of renewed global growth, and specifically from emerging markets (Brazil, India, and China especially) requiring significant resources to continue building their infrastructure and satisfying their emerging middle class populations.
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UPCOMING EVENT
Are You Ready For 2011?

Built a Strategic Plan & Produce Results

75% of all business initiatives fail;
Learn how to turn that into 100% achievement

In one hour learn . . .

  • How to build an effective Strategic Plan
  • How to execute the plan
  • How to achieve the goals you set

Attendees will receive . . .

  • 1 FREE hour | one-on-one consulting in February
  • A complimentary Business Health Index

To sign up, Click Here

Clint Edgington, CFA
Partner
Beacon Hill Investment Adivsory
Mark Fissel, RFC
Partner
Beacon Hill Investment Adivsory