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Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.
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Client Letter January 2021
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Client Letter August 2020
“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” --Benjamin Graham
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Client Letter July 2020
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Client Letter March 2020
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Client Letter February 2020
Election years can be fraught with uncertainty as developments
surrounding the candidates, their platforms, and their predicted effects
on the economy and markets dominate the news. But should you let
this stream of political information influence how you and your advisor
manage your investment portfolio? Read more
Below are two studies, conducted by Morningstar and Innovest Portfolio Solutions, which demonstrate how periodically rebalancing your portfolio can reduce downside risk, shorten the recovery time following a market downturn, and enhance return potential compared to never rebalancing. Read full article