We may be biased but, this newsletter is packed full of great information and education!

Two new additions to the newsletter that will be included regularly are:
1) Recession Watch
2) Key Charts: A picture is worth 1000 words

Coach’s Corner talks about the role cash plays in your portfolio. While cash isn’t ‘invested’, it is very much an ‘investment’ – and it’s a very important component of portfolio management. This section is a must read.

Our quote on the right refers to the baseball analogy of not having to win every inning to win the ball game. As far as investing goes, we don’t have to see our portfolio go up every month or quarter – we have to meet our long-term goals. #DontListenToMarketNoise

We remain generally positive on markets. However, given how much they’ve rebounded to start 2019, we do feel that returns for the remainder of the year may be more muted and that some caution is warranted.

We understand that this newsletter can seem overwhelming and perhaps too long. Rest assured, when we meet to review your personal financial plan, we will review this newsletter together and walk you through all the important aspects.


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