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April 2017 Quarterly

Cush·ioned

(a soft padding that provides comfortable support) “Cushioned” may be a good way to describe KCM’s investment style at this point in our mature economic cycle. Our approach to investing in the bond and stock market is to own securities that will provide a “cushion” if interest rates continue to increase or if our inordinate eight-year bull market in stocks reverses  or pauses.

 

Read the full April 2017 Quarterly

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