WealthProtect Status Update: January 2015

WealthProtect Status Update


WealthProtect did not trigger this month, despite increased volatility. The potential fallout from rapidly declining oil prices and the fears of lack of growth in the global economy have recently outweighed good US economic news. With US markets very overvalued and bond yields plumbing new lows (perhaps also showing concern for the economy), we continue to believe prudence will likely be a wise approach. In that vein, we did shift one of our alternative investments and we better managed credit risk by eliminating one of our bond investments. We hope you have a fantastic 2015!

Thanks for your trust.

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