June Newsletter
June 3rd, 2020
Captain's Log


We're one step closer to summer and one step closer to getting back to "normal". At least that's what everyone is saying. We hope that you all have been staying safe without driving yourselves (or each other) too crazy.  As we move into the future, we want to be sure that everyone is keeping their financial well being at the top of their minds and not letting the stresses of current events let things get too off track. 

It's definitely been a strange couple of months, but with that has come some opportunity going forward. This month's The Wealth Report  focuses on some of the things we should be thinking about in regards to investing as we move through this new decade. With the recent upsets we've had in the economy and markets, there is a bright side if you make the right moves to capture some of the economic recovery that we're all hoping heads our way soon. 

Our money management team has a couple of promising new models that are geared more towards growth as certain industries and market segments get the wind back in their sails. If you'd like to learn more about how those models can be worked into an overall portfolio, then don't hesitate to reach out and we can review your situation to see if they're a fit for you. As always, remember that any investment portfolio or model should be just a part of a well-rounded asset mix comprised of tools that focus on safety, growth, and income respectively. We've all gotten a reminder of what investment markets are capable of these last few months, so be sure you're not putting all of your eggs in one basket and diversify the asset classes and financial tools you're utilizing. 

If you've got questions or concerns about your current retirement plan, then feel free to reach out to us for a review. We are set up to work remotely if you're not comfortable meeting in-person for the time being.  Also, if you have friends or family that are worried about their financial plans for the future during this time, then encourage them to reach out to us. We are here to hopefully provide a little clarity during this uncertain time. Just let us know if there is anything we can do to ease some of your concerns going forward. 

Until Next Month,
Jim's signature
  James D. Stillman

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The Wealth Report:

Prospects for Investing in the 2020s

They say hindsight is 20/20, but it's difficult to grasp that one day we could look back at this pandemic and recognize where we should have placed out investments. Perhaps a young researcher - sequestered in his home - will find a cure and a vaccine, start his own company and be the fastest-rising stock in history. Perhaps Amazon, a company currently soaring with order and delivery revenues, will be plagued by class-action lawsuits for not protecting its workforce and succumb to bankruptcy.

We don't know. Our best action is to focus on sustaining our own financial security and goals for the future. It's probably not a time to place all eggs in one basket, and hindsight may reveal - as it has in past crises - that it's likely also not a time to fully exit the investment markets. 

All content is intended for informational purposes only. Any guarantees are for insured products only and are dependent on the claims paying abilities of the insurer.  All investments carry some risk and you should be advised by your personal financial advisor before implementing any strategies discussed, as they are not suitable for everyone. James D. Stillman is an Investment Advisor Representative of JDS Wealth Management Corporation and AE Wealth Management. 

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