Recent Market Fluctuations

As you may have noticed, the markets have experienced fluctuations recently, which given the reporting may lead to questions.

In an adjusting economy this is a normal part of market cycles, and our team is very much aware of market changes. Our goal is to keep your financial plan aligned with your long term objectives. With this in mind we remain committed to making adjustments as needed to maintain your long term financial arrangements. There is no reason in this case to adjust these portfolios due to market corrections.

If you have any questions or would like to discuss your portfolio in more detail, please contact me.