Spring is upon us!
First note of business – as of December 2018, your Access Online requires a two-factor authentication for all client access. If you have questions or need assistance updating your information, please contact Access Online support at 877-488-3748.
The Market is off to a great start and rebounded nicely from the steep correction we had in the last quarter of 2018. We are keeping an eye on valuations (once again), as some sectors and areas of the market are becoming pricey. For those of you invested in our models, you may have noticed we rebalanced most all of our equity strategies in February. Our strategy was to reduce areas we felt have gotten ahead of themselves. We don’t expect volatility to settle down anytime soon. Mainly because most of the issues that have caused volatility are still present. The markets have bounced all over the place the last 14 months, but the majority of US indices are currently sitting within a percentage point or two of where they started 2018. The first quarter has wrapped up, so plan to join us for the Quarterly Market & Economic update in May.
Quarterly Market Update with Phil Orlando - Thursday, May 9th, 2019, 11:45-1:00pm
Phil Orlando, Federated Funds Chief Equity Market Strategist and Head of Client Portfolio Management, will be presenting his market
update, trends, and insights. Please plan to join us for this event.
Please RSVP and feel free to bring a friend.
RSVP to Leslie Allison, email@example.com
Dimensional Funds Update - Wednesday, May 15th, 2019, 5:30-6:45pm
The Dimensional Funds team will be presenting information on how and why they invest. DFA has a long track record of outperforming benchmarks and keeping costs low. Please plan to join us, and feel free to invite anyone that may have interest.
Envision Training Workshop - Tuesday, July 16th, 2019, 11:45-1:00 and 5:30-6:45pm
Join us to learn more about the power of your family financial plan with Envision.
This event is open to anyone interested in financial planning, so feel free to invite others.
RSVP Required to Leslie Allison, firstname.lastname@example.org
Your WaterFront Team