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Integrated Wealth Management

Investing Newsletter - Jul 2016

  • Despite a historic US stock price drop at the start of the year and the recent Brexit vote, most asset classes showed positive returns for the first half of 2016

  • In volatile markets, it’s important to remind yourself of what you really own when you own a diversified collection of stocks as part of your portfolio.

  • Ideally, a client of ours will have underlying stock ownership in 5,500 – 11,500 companies from all over the world.

  • These companies have millions of employees that work diligently day after day and year after year in an effort to increase the earnings of their companies.

  • In aggregate, these companies make a profit and part of this is paid out to shareholders in the form of dividends.

  • Ignoring the often sensationalist day to day financial news and focusing on the progress mankind continues to make can help you maintain a positive long term focus.

Investing Newsletter - Jul 2016