Registered Investment Advisor

Radnor Financial Center
Suite F 200
150 N. Radnor-Chester Rd.
Radnor, PA 19087
610-977-2422 Phone
866-338-2320 fax

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Learning that Free Markets Work!

Dear Clients,

With all the negative news about today's market climate it is enough to make anyone panic! I must remind you to resist the temptation to join the panicked crowd! Instead, rely on your insight as an educated investor and recall a few basics, such as:

Markets go up and markets go down. This is a natural cycle that every market faces! Opportunity is always present in a market, whether up or down. More importantly, what you are seeing and hearing is not representative of your personal portfolio. Thinking back to when you first invested in the Wealth Advocate method, we identified your risk tolerance and chose a portfolio mix based on standard deviation for your risk level from US and international markets. If you wish to revisit the strategy, let's set an appointment and cover your concerns.

Alas, investing in markets is the best way to grow your wealth. Periods of feast and periods of famine are very much a part of the journey. Investing with true peace of mind comes only with true knowledge of how markets work and how to properly invest. Please be sure to join us for the Investor Education seminars. They are specifically designed to keep you informed in the face of market fluctuation, bogus "opportunities" and to guard you against decisions made out of panic or fear.

Until next time,


Roy Innella



 


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