Special Newsletter – March 11, 2020

With concerns over the markets, we wanted to share some points with our clients:

The following proved to be useful over similar past circumstances:

  • Stay informed but remain calm and draw information from multiple sources – remaining calm gives us the upper hand in evaluating the situation and affords us the capacity to dig deeper into what is really going on. We use this approach to inform our decision making on short-term, mid-term and long-term time horizons. It takes the emotion out of the process.
  • Focus on the time horizon for accounts – we custom manage each portfolio to match each client’s time-horizon. While we don’t have access to what the future will hold, we have strong expectations that prices will recover.
  • We believe the last three weeks are very likely an overreaction and may present an opportunity.
  • Panic is NOT an investment strategy
  • “Get in” and “Get out” are not investment strategies we use. They represent short-term emotional decisions; whereas our investment process is always data-driven over time.

Note on Office Operations:

Currently, our office will continue to operate as normal.

Curious about our thoughts? We update our blog on a bi-weekly basis with market commentary and regularly post information to our social media. Find us at http://www.loveless-wealth.com/our-blog.html or search for us on Facebook, Twitter, Instagram under Loveless Wealth Management. 

As always, we will keep you informed of any major changes that we make. In the meantime, please feel free to reach out to us with any concerns. We are here for you.

Created 2020-03-11 22:18:52

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