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Integrated Wealth Management

Investing Newsletter - Jan 2017

Newsletter-Cover-Image-Jan2017 (00083160xAE0F3)

Newsletter-Cover-Image-Jan2017 (00083160xAE0F3)

  • Stocks and bonds were volatile in 2016, but overall it was a decent year for patient investors. Intermediate-term bonds performed in line with shorter term bonds in three of four rising interest rate environments - so no changes are planned in these assets.

  • First Trust Deeds continue to provide a high interest yield and should perform well in an increasing rate environment.

  • New all-time highs in equity markets have historically not been useful predictors of future returns.

  • It is impossible to time the market consistently and profitably.

  • Ensure you are comfortable with the risk in your portfolio so you don’t panic and sell your investments during a severe market downturn.