Broker Check

Annual Returns and Intra-Year Declines

March 18, 2020

As the situation with coronavirus (COVID-19) continues to develop, our entire team is ready and standing by to support you.

  • Is your risk tolerance aligned with your portfolio's risk exposure? 
  • Do you have a diversified mix of stocks, bonds, and cash in your portfolio to manage your risk? 
  • Is your portfolio actively managed to potentially reduce your exposure to market volatility? 

If you are unsure of the answer to any of these questions, we can help.  Go to View Calendar & Self-Schedule an Appointment.

Thank you J.P. Morgan for Asset Management Guide to the Markets –U.S.Data are as of March 17, 2020.