When the markets turn as volatile and confusing as they have in the past, even the most patient investors may come to question the wisdom of the investment plan that they've been following. You may have come to the realization that you believed you had a good plan when in fact, you don't. As Warren Buffet once said, “When the tide goes out, you find out who was swimming without shorts.”
At Melone Private Wealth, we've seen a lot of difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing.
We'd like to help, if we can, and to that end, here's what we offer:
By appointment, you're welcome to come in and sit with us for a while. We'll ask you to outline your financial goals- what your investment portfolio is intended to do for you. Then we'll review the portfolio for and with you. If we think your investments continue to be well-suited to your long-term goals- in spite of the current market turmoil –we'll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives. Either way, the coffee is on us.
It is a question that has been and will be asked by clients or prospective clients - Are you worth your fee?
Learn the five factors that help determine the value of the advice our financial planners give.