ECONOMIC, MARKET & ALLOCATION OUTLOOK | Q3 2019
Market Commentary | Published Quarterly | August 2019
I invite you to download our latest analysis of worldwide markets and economies.
One of the reasons I became a Certified Financial Analyst (CFA) was because my mother lost our family’s nest egg in the '80s off an advisor’s "hot tip." I determined then to become a financial advisor with a mission to help hard-working families and business owners pursue a disciplined, well-thought-out investment approach, based on quantitative analysis and risk reduction.
In today’s markets, this is as important as ever. And it’s why these forecasts matter.
Instead of reacting to yesterday’s market, we’re looking forward—to future risks and opportunities. Instead of using a buy-and-hold strategy, we make ongoing tactical changes to consistently move away from risk and toward opportunities.
This year, I celebrate my 35th year as a wealth manager. My hope is that we’ve helped many pursue their financial goals—with a lot of heart and a lot less risk.
To your fiscal health,
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Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity, and may not be suitable for all investors.