20/20 Hindsight – Let’s “see”…

Throughout 2020, we reassured our clients that our time-tested and disciplined investment processes were being utilized to make certain that their portfolio values could continue to meet their short-term and long-term investment objectives.

Our theme for the 4th quarter, “20/20 Hindsight,” provides evidence that successful investors avoid looking at past results and focus instead on the future. With this vision, they avoid making emotional decisions that could impact negatively their ability to meet those objectives.

In our continued effort to showcase our client communications, we provide in the link below our current SIA Perspectives in which we discuss the key events that affected the volatility of financial markets over the past year.

SIA Perspectives Q4 2020