Broker Check

Sugar Land Office

19901 Southwest Freeway,

Sugar Land, TX 77479
A Note Regarding Recent Performance

A Note Regarding Recent Performance

May 15, 2023

We know the market has experienced some volatility lately, which may provoke some anxiety when you open your most recent statement. It can be hard to stomach seeing some red in your account! But don’t be alarmed – changes in value are typical and expected when investing in the market.

As investors, we find that maintaining a long-term perspective helps keep us grounded. We know that the market goes up more often than it goes down and that short-term fluctuations in price indicate a healthy market of buyers and sellers. It can feel counterintuitive, but the current environment may be a buying opportunity! In fact, there’s Nobel Prize-winning research into the effect that losses have on our behavior. We encourage you to take a moment to review the linked article!

Rest assured: we are actively monitoring the market as well as your accounts. We maintain a diversified portfolio to potentially reduce your accounts’ sensitivity to significant market moves and offer possible participation in any market recovery.

If you have question or concerns about your account’s performance, please don’t hesitate to reach out or schedule some time with our office.