On March 11, the S&P500 traded approximately 10% down from its peak – the definition of a market correction – which may lead investors to ask what they should do.
Here are three important services we provide:
- We check up on your personal financial goals: We can consult with you and put your financial “big picture” together to determine your progress towards meeting your personal financial needs.
- We review your investment accounts: Our model portfolios have managed very well through this market correction and we can provide specifics on how we are delivering downside protection for you when it is needed.
- We consider opportunities to buy at lower prices: When markets are down our fund managers have more opportunities to acquire good investments at favourable prices.
Take a look at some of our “Key Concepts” of investing https://cwealth.ca/key-concepts/ which are designed to make investing comfortable for you.
Please contact us if you if you would like discuss your personal situation!
As always, we are available via Zoom or in person.
Your CommonWealth Team,
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