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Investment Views in Brief – Third Quarter 2011

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“Lively” is about as kind of a word as we can come up with for the 3rd quarter of 2011. October saw some nice recovery, but the excitement isn’t over yet. Enclosed are thoughts and observations from our friends at Litman Gregory. For those of you that have hired us for more active account management, this letter will reflect the thinking behind the changes in your accounts. For those of you who have more traditional mutual funds, these changes would not necessarily have been made by the fund managers. If you would like more information about our actively managed accounts, just let us...

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC and Investment Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor.  Trilogy Wealth Advisors and Cambridge Investment Research, Inc. are not affiliated companies.

This communication is strictly intended for individuals residing in the states of  CA, CO, FL, GA, IL, IN, KS, KY, MI, MO, NC, NY, OH, PA, VA, WA, WV.  No offers may be made or accepted from any resident outside the specific states referenced.