Dear Valued Client,
The market, much like the ocean, is in a constant state of flux.
In the current financial marketplace with a fluctuating stock market, low interest rates and waning investor confidence, it can be difficult to remain disciplined and committed.
What can you do now? Here are three areas I’d be happy to review with you.
- Make sure your portfolio is diversified. Markets change. Economic conditions change. And, in most cases, no single investment approach will excel in every economic situation.
- Know your risk tolerance. Recent market volatility has served as a pointed reminder that investing involves risk. Your investments should be reviewed to make sure you are not taking on more risk than you are comfortable with.
- Remember your investment time horizon. Don’t let today’s headlines distract you from your goals. As long as your long-term objectives have not changed, you may want to avoid making hasty decisions at this time.
In order to address these concerns and to reevaluate or establish such goals, we would like to extend an invitation for you to come in for a complimentary financial consultation. We are excited to have these services available to you at Millbury Federal Credit Union through CUSO Financial Services, L.P.* and hope to continue to earn your business and confidence by providing you exceptional service for many years to come.
Best regards,
Joseph D. Murphy, CMFC®
Registered Representative
CUSO Financial Services, L.P.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Recent Comments