Tuesday, August 23, 2011

Adjusting to the New Realities

The equity markets were down for a fourth straight week as investors grapple with the new realities of the global economy. While our clients have not been completely exempt from the pain, our portfolio models are well-diversified, with a relatively small exposure to stocks. Even our most aggressive models have less than 50% of assets in the stock market. Now is when strategic diversification earns its keep. (Last week's video talks about the recent market volatility, its causes, and what it might mean for you. If you'd like to view it, click here.)

Items for your attention this week:

1 - I have been promising a change in our portfolio models. The research and revamping process is just about complete, and we will be showing the changes to clients at a special workshop next Tuesday, August 30. This important 1-hour workshop will introduce our newly-reconfigured model portfolios, including some asset classes and funds that we haven't used before. I strongly encourage all clients who can to attend one of the three sessions: 10:00am, 2:00pm, or 5:30pm. The same information will be covered at all three sessions, so pick a time that is convenient for you. No need to register, just email Libbie at ljohnson@low-stress-investing.com with your preferred time.

2 - Those who attended the talk by Dr. Peter Brews at the Tryon Fine Arts Center last Friday will tell you that it was a fascinating look at our nation's current fiscal dilemma, the generation-long process that brought us to this point, and the actions we as individuals can take to make it better for future generations. See below for one of the slides from his presentation. (We hope to have a brief video of the the event for next week's update.)

3 - We have totally re-done our website, www.low-stress-investing.com, and we're quite pleased with the result. If you haven't done so yet, please visit it and give us your feedback and suggestions.

Enjoy the week!


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