Is all this making you wonder about the health of your investments? Don’t panic; rather, take this time to meet with our team and review your portfolio, objectives and strategy. If adjustments to your portfolio are warranted, we can make them, but staying the course is often the best strategy.
You may also be wondering about the bond portion of your portfolio and how changing interest rates are impacting their performance. Meeting with our team would also provide you the opportunity to learn what we have been doing to help reduce the risk to bond portfolios in this environment of rising interest rates.
And that’s not all. We are here to listen, focus and carefully apply our consistent process – just as we have done since our founders, Frank Lawson and Ken Kroeker, opened our doors in the 1980s.
If you have concerns and questions, we are here to talk. Contact us and let’s discuss your investments. Let that be your next step.