141 West Main Street
Bridging the Confidence Gap
When Markets React
It May Be Time for a Financial Checkup
August 2021 Monthly Outlook - Tortoise and the Hare, Sometimes the Tortoise Wins
"We don't get paid for activity, just for being right. As to how long we'll wait, we'll wait indefinitely." - Warren Buffett
“ Patience is the calm acceptance that things can happen in a different order than the one you have in mind.” -David G. Allen
I start this report out with 2 quotes that reflect where I am in terms of the market and your portfolio.
While the stock market (S&P 500) has continued to climb, there are a number of factors facing the markets in the near-term that have me in a patiently waiting mode.
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Our professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.