When the markets seem volatile and confusing, even the most patient investors may come to question the wisdom of the investment plan they've been following.
Throughout my career I've seen difficult markets come and go. I can certainly empathize with people who find investing their hard earned money to be troublesome and disturbing. I'd like to help, if I can, and to that end, here's what I offer:
A cup of coffee, and a second opinion.
By appointment, you're welcome to come in and sit with me or my associate, Rod Engh, for a while. We'll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we'll review the portfolio with you and together we'll determine whether the level of risk inherent in your current investments is appropriate for you based on the level of risk you are comfortable with.
If together we conclude that your investments continue to be well-suited to your long-term goals we'll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why, in plain English. And, if you would like, we'll recommend some alternatives.