Broker Check

Defensive Portfolio Awareness

Do you remember the tech bubble crash or more recently the events leading up to the market collapse that took place in 2008?  These are the events that without notice can destroy a lifetime of wealth and ruin family dreams.   Question - what happened to your wealth, your dreams?  Did they change, or did you have a plan in place that allowed you to weather the storm?

Let’s face it, no one has a crystal ball that will predict the next major market event, but we can focus our efforts on how to be better prepared for such an event.  This is our specialized ability; we spend the majority of our time, effort and focus, on downside protection and risk reduction.  We want to be in a position to tell our clients what the potential maxomim loss might be next time an event happens without notice.  We feel you deserve to be well-informed. After all, in an up market everything seems to appreciate and requires little foresight and management, but what happens if the market suddenly turns?  We have an answer, do you?

Note - While we take every measure to manage risk in our portfolios, we also try to educate our clients so that they understand that there will be times when they must accept and tolerate a certain level of pain that arises in times of short-term volatility in order to reap the positive performance advantages that accrue over time.