Posts made in October, 2014

“When feeling seasick…” – Part 2

Posted by on Oct 31, 2014 in Financial Focus

We recognize that today seems like a particularly uncertain time. Ultimately, every client’s needs are unique, and we work hard to develop the portfolio that is right for each personal risk tolerance and situation. As we prepare our clients for more potential volatility in their portfolios, there is a distinct process we employ depending on a client’s age, time frame, and investment objectives. It is rather ingrained in most investors’ minds to avoid straying from their investment plan, but we believe the simple answer of “do nothing” is also inappropriate. Assess our client’s progress. ...

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“When feeling seasick…” – Part 1

Posted by on Oct 22, 2014 in Financial Focus

The fact that the stock market has compounded long duration investors such abundant wealth yet remains utterly unpredictable in the short term has perplexed very smart people for over a century.

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