CLARITY. INSIGHT. PARTNERSHIP.

Monday, June 4, 2012

A Message for Our Clients


We'd like to take a moment to reach out to our clients and to touch base about the financial markets.

We understand that the month of May brought renewed worries about Europe and the global economy.  We acknowledge the impact this news has had on the financial markets, your personal lives, and your feelings about the future.  Please know that we understand that it is very discouraging to feel like you are on a seemingly never-ending investment see saw.

Please also know that, however distressing or uncertain the state of the world may seem at times, we believe that this too shall pass.  In the meantime, we intend to remain disciplined and to stick to our long-term investment plans. This strategy worked during the 2008 financial crisis, as we saw stock market recovery come much faster than anyone expected at the time.  Many of those who tried to time the market ended up worse off than those of us who rode it out, because the fact remains, that no one can actually predict what will happen next and when it will happen.

Throughout the market swings that have and will come in the future, we remain positive, because our investment portfolios are not comprised of intangible stock symbols but rather of tangible ownership interests in thousands of profitable companies across all industries and geographic areas of the world. Companies that, regardless of their stock price today, still pay dividends that, in many cases, are currently higher than prevailing interest rates.  For more on that, click here to read Frank's most recent blog post. 

Please call our office if you are in need of a "pep talk" or if you would like to discuss your specific situation in more detail.  Our goals are to provide clarity, insight, and partnership.