After decades of stable financial models came to a halt in 2008, with global central banks’ untested multiple quantitative easing projects (I know, tongue twister!) and world political models (starting with WWII and leading up to the UK's Brexit on Friday, June 24th, 2016), the financial elite are learning that humility may be in order. This is a generational change that cannot be ignored, along with the inherent challenges of navigating the unknown, now and in the future. This is not a time to panic, but to be prepared for continued economical & political changes and the financial ramifications that come with them.
May 2015 was the most recent “top of the market". Retail media encourages and/or promotes the views of the political and financial elite, but you and I should think independently and do what is best for our families and our future. Events (chaos) happen quickly but patterns and direction show up over longer periods of time and should be carefully observed.
We always strive to ensure our clients’ personal needs are taken care of. Please review all of your portfolios, and contact us if you need assistance. Here are some of my observations:
We do have an approach to navigate the changing and challenging times ahead. See Those Who Know Where They're Going Fare Better Than Those Who Don't. We are here to help. Our mission in the Wealth Management business is to provide you with the clarity, confidence, and commitment to achieve your financial goals. Email us for a complimentary consultation.
This is for educational purposes only, and I am not making specific recommendations. This is simply a guide to assist you with thinking about your personal position, how much risk you are willing to take, and what your expectations are.