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. . .
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.
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