Quarterly Market & Portfolio Update

September 2018

As markets continue to reach all-time highs, we are all enjoying seeing our account balances increase!  However during most of our interactions, clients continue to express concerns over the future and how to protect their wealth when the economy and stocks prices go the other way.  We want to share with you research that helps us to understand economic conditions and how we use it to plan for the future.  This is our first update (more to come) to educate and illustrate what are known as leading economic indicators.  The key to managing risk is getting in front of longer term trends.  Nobody sells at the peak!  However, when the trend changes we want you to know we have a plan to get more conservative and protect your wealth.  

Download Full Document »
 


Market & Portfolio
Update

September 2018

READ MORE »



Market & Portfolio
Update

January 2018

READ MORE »



Market & Portfolio
Update

April 2017

READ MORE »


 

HOME    |    OUR FIRM    |    FINANCIAL PLANNING    |    WEALTH MANAGEMENT    |    INVESTMENT MANAGEMENT   |    CONTACT

Copyright © 2018. Altus Wealth Management, LLC - All Rights Reserved.