October proved to be a tumultuous month for both the equity and fixed income markets. The S&P 500 finished down 6.9%, while the Bloomberg Barclays US Aggregate Bond Index finished down 0.8%, for the month. While this feels like a large drop in the context of the current bull market, monthly drops of this magnitude are not at all uncommon throughout history. As such, it is important to recognize that our investment process continues to be business as usual. That being said, volatile times warrant the re-establishment of the core principles that drive our decision-making process as a firm.
Get in touch today and we will contact you to discuss your goals and options.
Our clients are treated with respect, integrity, professionalism, confidentiality, and personal service.