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September 10, 2021

We have officially completed the first week of the new school year! I can only imagine how amazing it is for the kids to get back to in person learning in the classroom and seeing friends.

In this month’s What You Need to Know (WYNTK), I’ve included my Monthly Investment note (see attached) where I will discuss how investors should think about the rest of the year.  Some aspects addressed are;

  • Take a look back at capital market returns year-to-date
  • Look at the factors that may trigger a pullback
  • Discuss reasons to be optimistic
  • Highlight the pitfalls that may exist within a portfolio

I hope you find this insightful and of value as it’s easy to get distracted by the background noise and headlines on the news.

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