Remember the Fundamentals

Maggie Mayer Portfolio Management

Larger movements in the daily stock market prices are back. The reports we read in the paper, hear on the radio and see on the TV all say we should be doing something.

Recent Market Volatility

Maggie Mayer Financial Planning, Portfolio Management

From September 30–October 10, the US market (as measured by the Russell 3000 Index) fell 4.8%, resulting in many investors wondering what the future holds and if they should make changes to their portfolios. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing.

Tuning out the Noise

Maggie Mayer Financial Planning, Portfolio Management

If you are feeling uneasy about your investment performance during these periods of volatile market activity, watch this video, “Tuning Out the Noise”, to help remind you of the importance of remaining disciplined during uncertain times.

New Client Portal

Maggie Mayer Portfolio Management

Please read about our New Client Portal! The attached message was sent in Mid-March, with the New Client Portal emails sent a few days after that. If you have not established access to the New Client Portal and would like to do so, please contact our office.

Back to the January Start

Maggie Mayer Portfolio Management

The investing world always presents us with moments of “Firsts”.  The news media is great at highlighting the first time the market did this or did that.  However, they leave out much of the context.