Your Investment Market Update and "Well Wishes"

Some of our more recent proprietarily-crafted client guidance...
Published 4/9/2025

 

Positively thinking of you, your family and friends as always; regardless of whatever “investment market condition” we find ourselves in!  Helpful thoughts, in my opinion, to share are as follows:

  • “Elevated Investment-Market-Risk:” This was stated in my July 2021 and July 2023 memos to you.  “Higher interest-rates” and “elevated equity and bond prices” were my “whys” for saying so and recommended a more-defensive investment allocation, back then.  Presently as you likely know, we also have “ongoing geopolitical conflicts” and “federal budget deficits” becoming more acute, along with “DOGE” and “tariff” effects recently adding to our global investing scenario.     
  • What Should Be Considered Now?  Embrace an “equity-income” emphasis to keep growing your “dividend cashflow” potential, while also establishing a “defensive” allocation to purchase notable “equity-income and growth” opportunities at lower-risk prices.  Feel welcome to call me with your questions and for helpful “specifics” that align with your particular goals. Meanwhile….
  • “Slower Economic” Conditions are Likely:  With that eventually comes considerable “investment opportunity potential.” I am grateful for my unique, higher-quality blend of “independent research” resources, along with my considerable experience; these assets will be useful again as we likely/may enter again into another “recessionary phase” and “market correction.”        
  • “Season 9” of “Ask the Certified Financial Planners” Shows on Our Local Public WNMU-TV13:  A joy to keep producing and educating our public on how to improve their financial potential!  Please search for our “Ask the Experts” video recordings via:    
  • Our Service “Purpose” for All:  Since our founding in 1993, my “vocational purpose” has been “to help all, regardless of background, circumstance and whatever else, to achieve more of one’s financial American Dream.”  An improved “human condition” with enabling more environmental stewardship is our “vision” we hope to meaningfully contribute to. 
  • A Joy to Be a Resource for You and Your Family:   We look forward to any opportunity to assist you and your family in navigating the various opportunities and threats in the decades ahead.  Also expect the expansion of our talent base with you in-mind, too!

On-call for you daily at (906-361-2849).

                                                                 Devotedly yours,