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Good Morning!
After a vicious selloff yesterday, we have received several telephone calls and e-mails from concerned clients, wondering how they are doing. With this in mind, we thought it would be a good idea to remind everybody that their portfolios should accurately reflect their objectives, tolerance to risk, time horizon, and financial obligations. Their portfolios are allocated into three class, equities (stocks, stock based ETF’s and no-load mutual funds); bonds (no-load mutual funds, fixed income ETF’s and individual bonds) and cash (money markets). WE STRONGLY ADVISE ALL TO EXAMINE THEIR ENTIRE PORTFOLIOS RATHER THAN JUST FIXATE UPON THE EQUITY PORTIONS. Furthermore, it is during these times when investors tend to become nearsighted and are unable to recognize long-term value. Finally, we have developed your investment strategy together to accurately reflect your needs/objectives. Please keep these points in mind and if you would like to meet with us, please call or e-mail.
Dennis Fagan
Chris Fagan