Sometimes, it is very hard to keep your perspective.  Over the last couple of months, the equity markets have had an extreme amount of negative volatility, meaning the indexes have come off their yearly highs.  It’s hard to believe but we are very close to where we started this year.  The media does not help and sometimes it just overwhelms us.

I think the attached article sums it up nicely.  We need to keep the big picture in mind.  In addition to what the article talks about, I want to keep repeating what our portfolio managers are doing that is a totally unique and a one of a kind investment strategy.  One factor is a built-in strategy for a yearly cash flow of about 7%+/-, in addition to dividends, interest and market returns.  Another ingredient included is that, in the event of a sudden and dramatic drop like 9/11, the portfolios are designed to recover most, if not all, the losses.  The only drawback is that, if the markets trend down as we’ve experiencing now, these portfolios will underperform market returns.  (There is no free lunch) And, please always remember there are no guarantees when it comes to investing in the equity markets and investing does have risks.

After this last weekend’s snow storm, somehow, I never lost power.  However, I’m housebound with about 18″ of snow on our driveway.  If you need to get ahold of me, either call (828.713.4602) or email.  Hope you have a super week.

Doug Alden

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