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Integrated Wealth Management

Planning Newsletter - Oct 2014

  • Don’t be surprised by a market correction of 10% or more.

  • “Forming macro opinions or listening to the macro or market predictions of others is a waste of time.” – Warren Buffet

  • “Owners of stocks, however, too often let the capricious and often irrational behavior of their fellow owners cause them to behave irrationally as well.” – Warren Buffet

  • Stay properly diversified and do not panic and sell your stocks during corrections.

  • Review your taxes with your CPA before the end of November.

Planning Newsletter - Oct 2014