"What Do You Want?"

 
I believe I know what investors want – we want our money to grow over time. 
And, we don’t want to lose it.
 
The issue is that today’s investment and economic environment has turned somewhat negative. The Dow Jones Industrial Average (DJIA) first hit 10,000 in March 1999. Today, eleven years later, we are still close to that same level. 
 
People tell me that their 401(k) plans are worth no more today than they were a decade ago. Yet, brokers and advisors keep telling clients to “buy and hold” – to “just be patient.”
 
Investors are heard to say, “I just don’t know what I should do anymore.”
 
Here is truth: Sometimes it is good to be invested – sometimes it’s not!
 
Our investment strategy strives to recognize what is happening in the markets today. 
It is no longer enough to just buy - and hold on – and ignore the changing tides of the financial markets.
 
Any broker can tell you when to buy. But, when does he tell you to sell? Ever?
 
If your investment strategy doesn’t adjust for changing market conditions, you may be in trouble.
 
At Ferrin Capital Advisors we employ strategies – tactical strategies* designed to help preserve and grow our investment capital.  Take a look at the Investment Strategies tab to the right.  
 
Our goal is to be invested sometimes and to be out sometimes. We do not want to ride a falling market all the way to the bottom.   Do you?
 
Call me at 801-319-0808 for a free initial consultation, with no obligation appointment. Let’s talk about investment strategies that might make sense for you.
 
Jim Ferrin, CFP®
 
Investing involves risk including the potential loss of principal. No investment strategy including buy and hold can guarantee a profit or protect against a loss in periods of declining values. Past performance is no guarantee of future results.   The DJIA is an unmanaged index. One cannot invest directly into the indexes.   DJIA Source: marketwatch.com.

*Securities offered through FSC Securities Corporation.

 

 
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Newsletters

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