It’s hard to believe we are almost halfway through 2019! I hope you’ve had a good Memorial Day celebration and fun start to your summer activities.
Moving through the year has been a wild one as the US large stock market indexes hit new highs and then gave some of those gains back. Trade issues and global economics add to the uncertainty of what’s ahead this year and moving into 2020.
With these fluctuations in mind, I position a client’s portfolio to do specific things for short-term and long-term goals. The allocations are analyzed for proper positioning within tax-advantaged accounts and non-qualified accounts. This will take into consideration current market conditions and a client’s overall objectives. This process doesn’t guarantee that all the investments will be protected against loss, but works to manage and reduce investment risks.
Please contact me if any economic activity or headlines have you wondering about the where markets are heading. No one knows what the market’s direction is, but proper steps and strategies can be put in place to help us reach our targets.