Page 29 - AreaNewsletters "April 2020" issue
P. 29

All  nancial planning services are provided free of charge
to retired or active Police, Fire Fighters, Teachers and Military.
Investment Advisory Services o ered through DWM Family Wealth Ltd.
“Let me treat you to
A FREE CUP
OF COFFEE
and a second opinion.”
Aware Accessible Accountable
Architect Your Financial Future.
It is nice to understand your plan and the advice you receive.
Dan Maurer, CEO/Owner Dan@DWMFamilyWealth.com 303-814-2349
does not like uncertainty
certainly uncertain times.
By Dan Maurer, CEO/Owner, DWM Family Wealth Ltd.
economic uncertainty are at play simultaneously. It is extremely important to embrace the basics. Understand your goals, objectives, and risk tolerance, and stick to a disciplined investment approach. Downturns such as the one we have just experienced can and will happen periodically. Because of this, it is important to resist the temptation to “time the market.” Remain an
investor and avoid speculation.
It extremely di cult to judge the beginning and
end of market corrections and attempts to time
marketscanplayhavocwithlong-terminvestment goals. Risk management within investment portfolios should be by design and developed in the context of your tolerance for volatility, needs for liquidity, and speci c objectives.
This too shall pass. As always, ensure that your portfolio is managed by professionals that have experience managing portfolios through many market downturns and provide proper guidance to “weather this storm”.
Call or email for advice now, or co ee at a later date.
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Castle Rock “AreaNewsletters • April 2020


































































































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