The saying a picture is worth a thousand words is very true, and we have some visuals that may help put into context for you some of what you've been hearing and seeing with regard to investment markets for the start of this year.
Our team at SDT wanted to give you a historical perspective and share some information that we take in every day on your behalf to help provide you with thoughtful guidance and advice on making decisions for you, your family, and your goals.
First, we would like to thank our friends at Capital Group for their help in providing information, research, and visual aids.
Some of the themes that Shane Tenny, CFP®, managing partner at SDT, touches on include:
So, as we often say, it is definitely a great time to build and oversee a portfolio based on history and aligned with your goals and plans and not based on reacting to headlines or sensational financial news.
As always, we stand ready, willing, and able to answer any questions you have to help you and your family continue to navigate towards what's most meaningful to you. Please reach out to an SDT financial planner if you have questions or concerns.
Shane Tenny is the managing partner of Spaugh Dameron Tenny. Along with hosting the Prosperous Doc® podcast, Shane has a true passion for behavioral finance, helping clients and audiences understand how to develop successful strategies based on their unique temperaments. An accomplished and highly engaging speaker, Shane is regularly interviewed for television and podcasts, is actively involved in the Financial Planning Association®, and contributes to industry advisory boards.
For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists across the U.S. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.→ Check the background of your financial professional on FINRA'S Broker check