Our team helps investors set realistic expectations. While markets were up approximately 75% of the time over the last 50 years, it is good to remember downturns can be significant – four periods saw the markets losing approximately 20% and much more in 2008/9. The cumulative losses from 2000-2002 are especially noteworthy. Our portfolios participate in upside and put strategies in place for you to limit downside.
Call us to discuss how you might benefit from investing in our portfolios.
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