Summer Heats Up

PDF: News Letter 2018-07-20


It’s been a sweltering summer so far, in more ways than one. Heat waves aside, it’s getting harder to shrug off their fears of a trade war, rising interest rates, rising oil prices and other market indicators.


The adage “sell in May and go away” is not cutting it this summer. A peaceful reprieve is being interrupted by loud unpredictability. As a long-term investor, the key to keeping your cool is to stay the course and make sure you are diversified. I can help you stay cool, calm, and collected by reviewing your portfolio to make sure it can weather this heat.


This summer, while I hope you are taking advantage of time to do absolutely nothing, why not do some thinking about what you want your life to look like in retirement? The key to an effective long-term financial plan is to regularly and conscientiously explore the distance between where you are now and where you dream of being, and then building a vision and a plan for how to get there.


Please feel free to share these articles with your family and friends. They are great conversation starters.