Continued progress in 2017. . .

There weren't many reasons for the markets to go UP in 2016, but they did and, so far, continuing the trend in 2017.  Once again, investors are reminded that it is near impossible to predict the short term markets OR to 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 the economy, how will Trump's "next steps" will go, and what surprises loom.  While the media seems to have mostly critical coverage of President Trump, the markets seem to have a "wait and see" view. . .and a general optimism.  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 remain 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, though not without some risks. 

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. 

<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!


Our Mission Statement:
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.

Our clients and others with whom we visit have achieved their wealth positions in different ways, but what they have accumulated is very important to them.  We employ the necessary tactics and strategies to ensure we are accomplishing our goals we've established for each Client.

Past performance may not be indicative of future results. Investing involves risks including the possible loss of capital. The performance mentioned does not include transaction costs which would reduce an investor’s return.  The S&P 500 is an unmanaged index of 500 widely held stocks.  The NASDAQ Composite Index is an unmanaged index of all stocks traded on the NASDAQ over-the-counter market.  Investments cannot be made directly in these indexes.


Financial Advisor Image
Key Holleman, CFP® Senior Vice President - Investments Financial Advisor, Raymond James Financial Service
33 Music Square West
Unit 110B
NashvilleTN 37203
Phone: 615-564-6352
Fax: 615-564-6354
Direct: 615-564-6376
Contact Us

Securities offered through

  • NOT FDIC Insured
  • NOT GUARANTEED by the bank
  • Subject to risk and may lose value
  • Not a deposit
  • Not insured by any government agency
  • Raymond James is not affiliated with the financial institution or the investment center


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2016 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice