History, while not guaranteed to repeat, gives us our best
platform to look forward. Try this look back to gain insight.
Major market drops and negative national and international occurrences in the last 100 years:
Do you find that interesting?
Now consider if you had sold out during a down year, and you can’t recognize those coming in advance. You would have lost money and lost your chance for the averages that staying in the market may provide.
This exercise illustrates a 100% stock index. Most all our clients’ portfolios are fixed income and equity investments – balanced. This somewhat lessens the return but also decreases the portfolio’s volatility (movements up and down) over time. That decreased volatility is meant to give you the courage to stay with a well-constructed portfolio.
Now you know why we do what we do for you. The ingredient you bring to this is your willingness to maintain faith and stay with a well-constructed portfolio that is constantly monitored and managed by us for you.