Tactically Managed Accounts
Market Update
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
Retirement Edition
Are You Fit To Retire?
By Bob Barber
Office Mascot Athena
Gets Put To Work
Tactically Managed Accounts
Market Update
Is Retirement All It’s Cracked Up To Be?
Maybe. Maybe Not.
Habitat For Humanity Volunteer Day
The First of 2016
Refer A Friend
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The views expressed represent the opinion of Christian Financial Advisors®. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Christian Financial Advisors® believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Past performance is not indicative of future results. For any discussion of equity securities: Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. For any discussion of taxes: Christian Financial Advisors® does not provide tax advice and encourages you to seek guidance from a tax professional.