Don't Go It Alone

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.

If you zoom out a bit in history, most investors haven't lived through a prolonged price drawdown. For example, a bond fund manager would need to be around 80 years old today to have been working during the inflation of the 1970s (the last time we saw similar movements to what we’re seeing today). We are certainly living through unusual times.

But price swings aren’t surprising to those who are prepared, and you don’t have to figure things out on your own.

When we created your portfolio, we looked at your unique goals, time horizon, and risk profile. Our team has managed several market cycles, and we’ve seen plenty of ups and downs across the investing process.

Please reach out if today's markets have you feeling uncertain. You don’t have to go it alone: we are here to help you keep things in perspective.