WealthProtect Status Update: September 2015

WealthProtect Status Update

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


The sharp downside in the equity markets that began on August 18th caused the WealthProtect System to trigger in all of our remaining equity asset classes. We are at our lowest equity exposure. As a reminder, this could simply be a correction and within a few months we are buying back in. That happens sometimes, but every 20%, 30%, and 40% bear market first began as a 10% correction. There is no way to truly know which is why we follow the discipline of our system. It helps remove the emotion. We also took this opportunity to reduce risk in a few other assets such as foreign bonds. Please call your wealth manager if you have questions.

Thank you for your trust.

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