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Looking to 2017

We’re still in the early stages of what is likely to be a long bond bear market (bonds=bad) as interest rates rise. We’ve discussed the long term risks of owning bonds for years, but are just now starting to see what happens when interest rates rise (and bond prices subsequently fall). The drag on “conservatively allocated” portfolios is now beginning to be felt. Blended portfolios with a mix of stocks and bonds are also causing a sense of frustration as the bond prices fall while stock markets rise.  All of this highlights the importance of reviewing your portfolio in conjunction with your overall plan to determine how much risk you need to take in order to accomplish your goals.
 
Welcome to FOMO

Having been a professional advisor for more than 15 years, 2017 is looking like we may begin to see the first real signs of greed in a long time. During these bouts, people on the sidelines get what we call FOMO or “Fear of Missing Out”. Those in cash and who were pessimistic about the future, or those trying to time or predict become very agitated and feel pressure to get in at any cost. Even patient long term investors may start to feel that their recent returns “are not enough” and start to want to place more eggs in more high risk investments (i.e. small cap, emerging markets, individual stocks etc.).
 
It just as important during these times to keep your head and not give into greed as it was to not become panicky during previous downturns. The core premise is and always will be: Review the plan we built and invest according to your goals, not the market or the election. We can’t predict the next market drop just like no one predicted the corrections of ’16 followed by the huge year-end rally which made the year for patient investors.
 
Great Things to Come!

As it relates to the Gleason Group, we’ve got a ton of great things we will be rolling out to you in the year ahead. We’re firmly committed to constant improvement and are always looking to improve upon your client experience. On that front, we’ll be sending out our annual survey to your thoughts and ideas on how to improve our service to you. We’ll also be outlining a slew of new educational events we’ll be hosting as well as several great technological enhancements in our quest to continue to make your life easier and more enjoyable. We may even have another big announcement just around the corner so stay tuned… J.
 
Lastly, we’ll be reaching out to each of you as we usually do to start the year off right and get something on the books to review your plan and your portfolio. Let’s make ’17 the best year yet.

Thanks again,
Gavin Gleason, President
 
 
 
 
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gavin@gleason-group.net    (502) 882-7300

The Gleason Group 9418 Norton Commons Blvd, Suite 100 Prospect, KY 40059

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The Gleason Group · 9418 Norton Commons Blvd · Suite 100 · Prospect, KY 40059 · USA

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