We work with a broad range of clients to provide comprehensive financial planning, while bringing cooperation, synergy and integrity to every client relationship.
Easy for us to say, right. As the temps have dropped about 20 degrees in our area (refreshing indeed), we are reminded of that common phrase this Summer, “Stay Cool”.
As you would expect, we find rationale to apply this same phrase to our investments. It seems there has been plenty of heat thrown at us given the series of events and reactions year to date. What we have experienced in every situation we are aware of, is that markets recover, and we achieve a meaningful average rate of return over time. Yes, some days, weeks, months, years are better than others, however, it is our responsibility to manage your money to meet your immediate, intermediate and longer-term objectives. We don’t take that responsibility lightly.
While we work diligently on your behalf, don’t let the “heat” wear you out. Case in point, in the event you were doing your best to avoid paying too much attention to account balances in this period of volatility, there’s a sneaky rally taking place in the last 30 days. This isn’t the first time we have seen quite negative investor and consumer sentiment while simultaneously observing a positive market rally. Staying the course can make a significant difference. A moderate allocation is the allocation most often used with our retirees. Clearly there are ups and downs that cause concern while we are down, however, even a Moderate portfolio can meet income needs for a long time, providing we don’t let volatility wear us out or scare us away. The more aggressive accounts are demonstrably better for long term returns, proving that even aggressive investors should stay cool.
Our message is to remain invested in the portfolio designed to meet your individual needs as we look for opportunities in the future to get back on a growth track. As always, we welcome the opportunity to review risk tolerance and needs for income or asset purchases. We also want to thank you for your referrals. We are very grateful for the flood of referrals you have provided this year. We appreciate you thinking of us as a resource for your friends, co-workers, neighbors, and family.
Take good care and stay cool.
Please join the Syntegra team in congratulating our founding partners, Tom Burke & Jeff Fiehler, on being named to the Forbes Best-In-State Wealth Advisors ranking for 2022!!
"The talent of success is nothing more than doing what you can do well; and doing well whatever you do..." Henry Wadsworth Longfellow This quote sums up the careers of both Tom and Jeff. Our team is so proud to have you as our leaders, and we couldn't be happier for you.
Congratulations on your well-deserved success!
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, compliance records, revenue produced and more.
* Securities America and its representatives do not provide tax advice.