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A Smooth Sea Never Produced a Skillful Sailor

No investor likes volatility and the market losses it can create. But when volatility strikes, it’s important to view it in the context of your overall plan, and the extraordinary opportunity that can be produced.

Focusing on opportunities and not dwelling on the past is the hallmark of all great investors. To do this you need to be confident in your direction, and remain focused on timeless principles of investing.

To this end, we remind you that the advice we provide follows a thoroughly defined and successfully proven process. This process starts with determining your current situation and outlining the goals you hope to achieve over time. Resources needed to achieve these goals are then determined, and a prudent investment plan is put in place.

While we recommend different investments for different needs, as you are aware, we generally recommend equity investments for long-term investment goals. This strategy is designed to withstand uncontrollable forces like market volatility, since assets you need in the short-term should not be taken from volatile investments. As well, our process of selecting prudent money managers ensures that achieving longer term financial goals remain feasible, and allows you to keep your confidence and stick with your plan during times like these. Confidence in your investment plan is all you need to turn difficult market conditions into opportunities over the longer term.

We are confident that when we look back in several years time we will find that the current political uncertainty combined with a 3 year bear market presented long term investors with a tremendous opportunity.

The question is how do you FEEL? Are you still dwelling on the bad news and the market downturn of the past several years OR are you looking ahead and focused on the opportunities created during uncertain times. Sir John Templeton, founder of Templeton funds and one of the world’s most successful investors over the past 60 plus years said it best when he said “The best time to buy is at the point of maximum pessimism.” If you have any questions or concerns or would like to get together to help you strengthen your confidence in your investment plan, please give us a call to set up a meeting.

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