tactically managed accounts

Market Update

After being defensively positioned with low exposure to equities in our fee based tactically managed portfolios since July 2015, we finally returned to full exposure to the stock and bond markets last month.

Our tactical exit strategy helped to protect our managed accounts from two major downturns that occurred in the stock markets in August 2015 and again in January 2016, enabling our clients to instill confidence in their investments.

We are pleased to announce that at the time of our re-entry to the markets, the S&P 500 equity index was at lower valuation than it was when we exited last July.

We value the trust our clients place in us to manage their portfolios. We will continue to be diligent in assessing market trends and management strategies to maintain that trust.

*You cannot invest directly in an index

Check out our other newsletter sections below:

The Messenger Newsletter

Retirement Edition
retirement edition

Are You Fit To Retire?

By Bob Barber
are you fit to retire

Office Mascot Athena

Gets Put To Work
Athena and newsletters

Tactically Managed Accounts

Market Update
tactically managed accounts

Is Retirement All It's Cracked Up To Be?

Maybe. Maybe Not.
is retirement what its cracked up to be

Habitat For Humanity Volunteer Day

The First of 2016
habitat volunteer day

Refer A Friend

refer a friend

Do you have a friend, family member, or colleague that could benefit from our services? If so, refer them to our mobile friendly website, or we have a packet of information we would love to share with them to them. Just call our office at 830-609-6986 and we can get out the information to help your friends!