Are You Concerned About the Stock Market Lately?
If you’re like most people the answer to that question is yes. Checking your 401K or brokerage account balances are probably causing some unwanted anxiety! Up one day, down the next. You probably have many questions such as; Should I be using a passive or active management approach? How much risk should I be taking? Should I stay the course or cut my losses? Or a better question; How much money am I willing to lose before I get out of the market? These are all valid questions. The underlying premise to each of these is the same; Is my money being managed properly to meet my goals?
At Formula Folios we can help you answer that question. Each decision our portfolios makes is based on proven, academic research. There are three specific processes we’ve structured to help enhance each client experience; Customized asset allocation, Money Manager selection/monitoring and Tactical ongoing asset management. The end result is a portfolio that is consistent, able to produce long-term results in line with client expectations, while also aiming to avoid large-scale losses that often take years to recover from.
In addition to our three pronged approach we also use proprietary software called ‘Asset Lock’ to help protect our portfolios during market corrections. Each day, Asset Lock tracks your portfolio relative to your all time high water mark value. This value becomes the “alert button” for your portfolio, allowing you to invest with added confidence.. To learn more about how Asset Lock helps protect you click on the link below for a short video with more details.
If you would like to have your portfolio reviewed or just get answers to those questions causing so much anxiety give me a call or send an email.
Looking forward to hearing from you,
John P. Grimes, ChFC
P.S. Ask me about a strategy that allows you to participate in some of the market upside without any downside risk.
At Formula Folios we can help you answer that question. Each decision our portfolios makes is based on proven, academic research. There are three specific processes we’ve structured to help enhance each client experience; Customized asset allocation, Money Manager selection/monitoring and Tactical ongoing asset management. The end result is a portfolio that is consistent, able to produce long-term results in line with client expectations, while also aiming to avoid large-scale losses that often take years to recover from.
In addition to our three pronged approach we also use proprietary software called ‘Asset Lock’ to help protect our portfolios during market corrections. Each day, Asset Lock tracks your portfolio relative to your all time high water mark value. This value becomes the “alert button” for your portfolio, allowing you to invest with added confidence.. To learn more about how Asset Lock helps protect you click on the link below for a short video with more details.
If you would like to have your portfolio reviewed or just get answers to those questions causing so much anxiety give me a call or send an email.
Looking forward to hearing from you,
John P. Grimes, ChFC
P.S. Ask me about a strategy that allows you to participate in some of the market upside without any downside risk.