1st Quarter 2015

WHOA, Nellie!!! The first quarter saw a tremendous amount of volatility. In January and March, the S&P 500 went down by a good clip. However, in February the market shot up like a rocket. But by the end of the quarter, the market went nowhere. On a price basis, the S&P 500 was up 0.44%.

Moving forward, I’d expect more of the same as we are seeing a convergence of market influences (which I will discuss throughout this newsletter). The most important things to understand during times like this are your investment goals and objectives. If you are looking for growth, we will strive to use the dips to make profitable investments. If you are primarily looking for capital preservation, selling into the rallies makes sense.

During times of high volatility, having an iron clad Investment Policy Statement can be the key to goal achievement and peace of mind.

Please click on the link below for the full report.

1st Quarter 2015 Client Newsletter

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