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December 2017 Newsletter

December, 2017

Risk Is Not A Cookie Cutter Recipe

An investor is an individual, but many retirement plans bundle investors into groups, making broad assumptions about age and risk. Such canned “advice” has no personal knowledge of you.

What happens when people and businesses get tax relief?

They feel good, they have more money to spend. Some spend it wisely, some do not.

People buy more goods and services, companies invest in growing their businesses and are willing to add employees.

People and business invest in the future. The future improves. It’s simple and it works!

Why the Market Is Doing Well

‘This is an earnings based market. The market is always about earnings because earnings move the market forward.’

‘No sign of a recession anywhere. Regulatory pause has caused some relief.’

‘CEOs have increased confidence. Tax reform is going to be a boom for individuals and domestically based companies, especially small and mid-sized.’

What About Risk?

You are often asked to identify your risk tolerance, but how do you measure risk if you are not an experienced investor who has received good advice?

My Wife's Investments are Growing Faster Than Mine

Is someone “managing” your money and your account holds 40-50 or more items?  You think - ‘good…many investments…some names I recognize… diversification…safety…should do well.’

The statements arrive monthly and you look at them. A picture does not emerge. You see little progress. You can not figure out “performance.”

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