Posted by kdadmin on May 10th, 2013.
Can you believe it? It’s finally spring. Yay!
In the spirit of Spring Cleaning, I have made an organizational change to the layout of your investment data on the web portal located at: http://zurichawes.com/My-Investments.html. After you log into your financial portal, and navigate to the Documents tab, you will notice that I have grouped the performance reports by month. This should make it easier to keep all the respective data together.
Also, as may know, the jobless report came out last Friday. Essentially, there were 145,000 new jobs created instead of 88,000 from the previous quarter. While this is great, it still is a relatively weak showing (overall) for the U.S. economy. As could be expected the stock market indices responded with relief (the S&P and DOW were up to new highs recently) that the report wasn’t catastrophically poor.
For you, assuming you’ve followed our model portfolio allocations that include a mix of stocks and bonds, the bottom line remains the same:
In other, other words, tell your friends. Give them my phone number, my email address, and call Terry to have her contact them to schedule an appointment to meet with me …