By this point, you are in the midst of summer, enjoying your vacations, your family and warm summer evenings.
The opportunity to visit with my own family recently inspired me to reach out and communicate with my extended family of clients who I am proud and honored to serve. So, thank you for being a client of WT Wealth Management.
It seems like “thank you” is a lost phrase. We understand that entrusting your family’s accounts to an advisor is an important decision. We take that obligation and the trust you have afforded us very seriously. Every time I pull up an account and review it, I don’t just see account numbers and charts, I see your faces, your stories and your lives.
Even though we may not visit in person on a regular basis, we try our very best to keep you abreast of news and your accounts’ performance through technology (e.g., your client portal, our website, LinkedIn or Facebook) and communication updates (e.g., monthly White Papers, Special Market Updates, articles, videos, account notifications, and your Quarterly performance reports posted to your client portal). Technology allows us to travel less and spend more time focusing on your accounts and insuring we are positioned for the next market move, higher or lower.
We have been through a lot together in the last few years. In 2017 after President Trump was elected, we experienced strong returns and one of the least volatile years on record. That subsequently led into a blockbuster first half of 2018, which was followed by one of the weakest fourth quarters in recent memory in the last few months of 2018. That volatility in 2018, when the markets were off 20% from their early-year highs, has been reversed with a steadily strong market YTD in 2019. Markets today are not about investing, sitting back and waiting. They require constant attention and nurturing – much like your summer garden. Accounts left on their own can be overrun with weeds and not produce a full harvest.
We have already started on scenarios regarding the 2020 Presidential Election and building a game plan on how we will be positioned heading into next summer. The markets are more volatile and more complex than ever before as one tweet can change the tone of any trading day. We feel it is important to stay on-top-of each development and every piece of news and are always here to talk on the phone, answer questions and address concerns.
There’s nothing I enjoy more than speaking with clients and understanding your thoughts, feelings and sentiments on the markets, the economy, world and community events and especially your personal lives. Knowing you greatly aids in positioning your accounts correctly. As a reminder we manage each and every account individually, no buckets, no blanket allocations. We build portfolios for you individually.
Now please get back to what matters to you: family, friends, warm weather and enjoying the summer. And we’ll get back to watching the markets and working to deliver the best results we can.