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Design, Build, Protect

  • Yardley Inn 82 East Afton Avenue Yardley, PA, 19067 United States (map)

Over the last 8+ years the markets have rewarded patient investors handsomely with the S&P 500 up in excess of 300%. Many financial plans are ahead of schedule, and investing simply “doesn’t feel as risky” for many individuals.

We all know that down markets are a normal part of the investment process. I am not predicting that a downturn is going to happen any time soon, but I am predicting that a downturn will happen again.

And this isn’t necessarily a bad thing. Periodic market declines are the necessary and normal price of successful investing. You can’t earn the long-term historical returns of global markets without experiencing some ups and downs along the way. To state the obvious, if there was no risk, there’d be no return.

My role as an Advisor is to help you manage through bear and bull markets and keep you on track towards what matters most — achieving your long-term goals.

Please join me and Mark Fonville of Loring Ward in reviewing discipline, perspective and guidance to help you stay focused.

Dinner will be provided. Please contact Samantha to RSVP by November 7th.


Earlier Event: October 5
4th Annual Medicare Marathon
Later Event: May 11
Build-a-SWEET CASES Event