WealthProtect Status Update: August 2014

WealthProtect Status Update


We email the status of our WealthProtect System* monthly and give the probability (Low, Mid, High) of a change in status within the next two months. We also include a commentary on actions taken this month.

WealthProtect Status Update: August 2014

Commentary

Volatility returned at the end of July and the beginning of August, first with a market drop and then a decent rebound. The end result is that continued weakness in commodities caused an exit trigger. Proceeds from this asset class were invested in an alternative strategy that seeks to balance risk and return. Challenges in Europe's economy have caused developed foreign equities to weaken to the point that it is possible they will trigger out shortly. More under the radar has been the damage to US small company equities. As a reminder, volatility is not necessarily a bad thing; in fact I worry more when there is not much volatility. When there are no small tremors to relieve the pressure on the fault line, the likelihood of a big earthquake may increase.

Thanks for your trust.

Get in Touch with us today

SUCCESS! Your message has been sent and we'll contact you shortly.

Account View