Easier said than done right? We hope working with our team has made you and your family feel more confident during times of market sell-offs and headline risk (like recently!).

If you think about it logically, the “time in, not timing” theory applies to most goals. Retirement, health and fitness, college savings, your golf or tennis game, etc…

Small steps, like continuously adding to your 401k or non-retirement accounts during market sell-offs can make substantial differences over time.

In our opinion, the success of investment returns depends on your commitment to stick to the plan. Staying invested during times of market volatility can be unnerving, but if you look back at the more violent “market crashes”, patient investors typically came out the other side positive.

Staying invested and being strategic by shifting portions of your portfolio to buy quality stock and bond sectors when they are lower in price is what we try to achieve for you. 

We are never going to be “All-in or All-out”. That is not a fiduciary way to manage client assets in our opinion, however please know we attempt to be as proactive as we can by keeping your assets diversified and making shifts throughout the years to hopefully help grow your asset base in a manner you feel comfortable with. 

Thank you to all our clients over the years who have trusted our process. It is a privilege to help you reach your goals!

Securities offered through LPL Financial, Member FINRA/SIPC. Marzano Capital Group is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.

Investing involves risks including possible loss of principal.

There is not guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Past performance does not guarantee future results.