In today’s everchanging world, news about the economy and markets is everywhere. At times, it may feel overwhelming. With the right financial team and plan in place, you won’t need to follow headlines that change by the day.
Successful equity investing focuses on buying strong, well-managed companies. Over the last five years, we have dealt with a significant amount of uncertainty and unrest in the global economy. During those five years, dozens of quality companies have delivered strong returns to their shareholders. Investors who focused on investing in good companies have been handsomely rewarded.
A solid approach to financial planning involves tracking economic and market trends. A good financial advisor will make some changes to a portfolio based on changes to interest rates, economic conditions or the financial needs of a client. Ultimately a good advisor will be focused on investing their clients’ money in good companies and building portfolios that meet the income needs of their clients.
Clients should expect their financial planner to:
- Understand their unique financial needs
- Articulate why each holding in the portfolio is a good investment and how it meets your needs
- Communicate clearly and consistently
With the right team and strong plan in place, your portfolio can stand the test of time through various economic cycles. When your plan is made to weather economic change, you can focus on what’s important to you in the long-term, not short-term headlines. We take great pride in hearing from so many of our customers who tell us they trust us to manage their portfolio. This allows them to focus their energy on things like family, travel, and hobbies.
If you would like to learn more about creating a financial plan, please contact us. We would be honored to help.
This content is for informational purposes only and is not intended to be investment advice.
Past performance does not guarantee future results.
Jason Egge is a Financial Advisor with Osaic Wealth, Inc. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Not FDIC Insured – No Bank Guarantees – May Lose Value
Not a Deposit and Not Insured by any Government Agency.
