A Word from the CEO

Over the last few weeks I've watched the market rebound, recouping almost all of the losses from earlier in the year. As I breathed a sigh of relief, Andrew Jabar, the JRB's Communications/Client Services Senior Manager, reminded me that volatility goes up and down. This period of volatility may not be over.

The volatility of the past few months shows how difficult it is to predict or time financial markets. Those selling stocks as the market fell missed the rapid recovery.

As always, the way forward for prudent, long-term investors remains the same — create a diversified portfolio that marries your retirement goals with your age and risk tolerance — and stick with it.

With tax season over, this is a good time to think about which documents to save and how long to keep them. Our article, "How Long Should You Keep Your Tax Records," offers an excellent introduction to this topic.

Finally, I will be at the Cantors Assembly conference from May 18-22 in Galloway, NJ and at the Inbal Hotel in Jerusalem in late May and early June. Contact the JRB office to schedule a time to Meet with Mitch. See our article for more details.

If you have questions about whether your account is built to withstand market volatility or you want to schedule a time to review your financial plan, please contact us via email or call us at 888-JRB-FREE (572-3733).

L'Shalom,