2012 Performance Report and Investment Outlook

If MCS clients’ assets were one big portfolio, 2012 investment performance was up 6.4%. Individual client returns ranged from 2.9% to 12.2% for the year. These asset value increases compare with 16% for the S&P 500 (stock index) and 4.2% for the Barclays Capital Aggregate Bond Index (taxable bonds). 1 As year end approached, the …

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