Lewis Wealth Management

Investment Management, Financial Planning, Consulting

Archive for April 2016

When to Be Patient and When to Change Course

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January and February provided one of the worst starts to a year in Wall Street history. But the markets roared back in March.

Investors have been concerned about low oil prices and slower growth in China. Both of these concerns have abated.

During challenging markets, investors sometimes lose faith in the approach they are taking. They start searching for alternatives.

Before making an important investment decision, you should make sure you have correct information about your performance (which most investors do not) and be able to put your return into context.

You should also ask whether you are properly diversified, using a sound asset allocation, and investing efficiently.

If you have the basics covered, sometimes the best thing to do is nothing.

If you are out there searching, avoid chasing returns, reaching for yield, falling for a private investment scam, or signing up with a “hot” adviser with a lucky forecast.

Be careful out there.

To read our complete Newsletter on this subject, please go to our website: http://www.LewisWM.com.


Written by Lewis Wealth Management

April 28, 2016 at 12:18 pm

Posted in Uncategorized