2016 was Progress. . .

There weren't many reasons for the markets to go UP in 2016, but once again, investors are reminded that one cannot predict the short term markets NOR use the headlines as a guide for investing.    

We still have a number of questions when one looks at the global picture, but the focus SEEMS to be circling back to the U.S. -- what the economy will look like, how will Trump's first few months go, and what surprises loom.  While the media seems to have mostly critical coverage of President-Elect Trump, the markets seem to have a "wait and see" view.  We saw a brief but overdue 10% correction in early 2015, but we have rebounded since.  Questions and concerns remain, certainly, but each round of temporary negativity has been met with market resilience.  I am so interested to see how 2017 unfolds.   Our Chief Strategist Jeffrey Saut and several others to whom we listen still believe that the benefit of the doubt is to the upside. 

Patience and positioning remain important weapons.  With all the potential pitfalls in mind, we invest and strategize the way we know best -- with risk-management as our primary objective.  We remain conservative in our overall strategy and are  positioned to keep volatility minimized.  The result of this pursuit is that we've been rewarded with very satisfying results over time.  There are enough "gurus" out there attempting to predict the short-term market direction.  We're satisfied to manage within what we do know along with preparing for multiple scenarios that might arise, since there really is no crystal ball. 

Click 
<HERE> to follow the link to our Investment Strategy Quarterly and related media.  This is a meaningful offering of access to some of Raymond James' insight and analysis.  I encourage you to view it.

Good wishes to you as 2017 unfolds and, as always, THANKS for tuning in!

Regards,
Key



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Our personal mission is to positively impact the financial lives of individuals, families, businesses, trusts and foundations whom we serve.  A "strategy" is unique and specifically designed for each client.  However, our primary objectives are to protect wealth first, and to grow it, second, where and when we can. . .applying the appropriate level of risk or risk-avoidance along the way. We assemble comprehensive Financial Plans and then implement them, monitor, and tweak them along life's path.

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Key Holleman, CFP® Senior Vice President - Investments Financial Advisor, Raymond James Financial Service
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