SEM Portfolio Update
Webinar Archive
If you missed our webinar on September 6, you still have the chance to listen here:
What's happening with my portfolio?

Many clients received their June TCA statement last month and were surprised to see their accounts lower than the start of the year. After a year where most accounts were up double digits, this sudden reversal was something many were not ready for. While evaluating any investments over a 6 or 7-month period is not advisable, we can learn a lot from the performance and movement so far this year. . .
JEFF HYBIAK, CFA ®
Sr. Portfolio Manager l Chief Operating Officer
Mason & Associates, LLC
11827 Canon Boulevard, Suite 204
Newport News, Virginia 23606
Phone: 757.223.9898 l Fax: 757.223.9990
Michael R. Mason, CFP®, CLU®, ChFC®, Kenneth T. Mason, RICP®, and John M. Mason, CFP® offer securities & advisory services through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor. Mason & Associates, LLC and Centaurus Financial, Inc. are not affiliated companies. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in the following states: Arizona, California, Colorado, Florida, Indiana, Maryland, North Carolina, and Virginia.
This e-mail and attachment(s) may contain information that is privileged, confidential, and/or exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copy of this message is strictly prohibited. If received in error, please notify the sender immediately and delete/destroy the message and any copies thereof.
This e-mail was sent in accordance with US Code 47.5.11, Section 227. We respect your privacy and pledge not to abuse this privilege. To stop future mailings, please respond by typing “remove” in your reply.

The CLU®, ChFC® and RICP® are the property of The American College, which reserves sole rights to its use, and is used by permission.