Broker Check

Stay the Course

July 13, 2020
Our access to information can tilt our long-term investment focus. We have daily access to account values, constant media coverage – not to mention our own weekly market email. The purpose of our communication is to keep you in the loop and remind you that our team continues to follow everything closely. 
Statements should be arriving by mail this week, while the electronic format has already been delivered to your email. We have seen a modest recovery from March statements – it’s important to remember that investment decisions for the long term should not be made on a daily, weekly or quarterly basis.  
This chart shows the impact of missing the 12 best months over the last 20 years of investing. Short term decisions have a major impact on our long-term results. As your plans evolve, we will advise on necessary changes to investments – otherwise, stay the course!