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As we write this blog post the afternoon of Monday, February 5, it’s been a very rough day for the US Market indexes. We believe this is the start of the markets returning to a more normal pattern, after an historic run-up in 2017, not a sign of significant economic concerns and for most investors, it’s nothing to worry about. We’ve written about market volatility several times in the past. To read our other takes on this phenomenon, read here and here and here. It’s important to remember a few things we consider investing Maxims here at nVest Advisors. We stick to them for the benefit of our clients, but they’re important to remember for all investors. When markets get spooky, here are four bedrock principles you should always remember.
A quick note to our clients with 401k, 403b, 457, or various IRA accounts at Aspire Retirement Services: First, we will be rebalancing your accounts at Aspire on Friday, December 15, 2017. Rebalancing means we
Our clients have a lot to look forward to in 2018, and we’re getting ready now! If you’re an nVest Advisors client, please keep reading this important blog post. (And if you’re not yet a client, what are you waiting for?) During January and early February every year, nVest Advisors conducts our Annual Client Review meetings. These are critically important “state of the relationship” meetings, when we get to review your account performance, update your personal info and account beneficiaries, review your risk tolerance, make changes to your strategy, etc. No matter when during the year you became a client, we start each year fresh with an annual review in January. 2018 will be an especially important review appointment, because we’re making significant changes to your experience as a client, and it’s crucial that you understand how things will be different going forward. Here’s (quickly) what’s changing, and how our Annual Reviews will incorporate these changes.
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