In our June 24, 2019 and August 5, 2019 market update newsletters we explained how market technicals were suggesting that stock market risk was elevated and the odds of a market correction had increased significantly.
In today’s video we review how we have client accounts allocated, changes we have made to those account over the past 6 weeks, and what our strategy is going forward.
Now is the time to reevaluate your retirement account allocations, not later after you have incurred substantial losses. If you are worried about how your retirement accounts are allocated, shoot me an email and we can schedule a virtual meeting to review your holdings.
Craig Thompson, ChFC
Email: [email protected]
Phone: 619-709-0066
Asset Solutions Advisory Services, Inc. is a Fee-Only Registered Investment Advisor specializing in helping the needs of retirees, those nearing retirement, and other investors with similar investment goals.
We are an “active” money manager that looks to generate steady long-term returns, while protecting clients from large losses during major market corrections.
Asset Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.