After being defensively positioned with low exposure to equities in our fee based tactically managed portfolios since July 2015, we finally returned to full exposure to the stock and bond markets last month.
Our tactical exit strategy helped to protect our managed accounts from two major downturns that occurred in the stock markets in August 2015 and again in January 2016, enabling our clients to instill confidence in their investments.
We are pleased to announce that at the time of our re-entry to the markets, the S&P 500 equity index was at lower valuation than it was when we exited last July.
We value the trust our clients place in us to manage their portfolios. We will continue to be diligent in assessing market trends and management strategies to maintain that trust.
*You cannot invest directly in an index
Check out our other newsletter sections below:
The Messenger Newsletter
Are You Fit To Retire?
Office Mascot Athena
Tactically Managed Accounts
Is Retirement All It's Cracked Up To Be?
Habitat For Humanity Volunteer Day
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