Dear Friends,

If you’re like me, you probably share some concerns about the extraordinary rise in the US equity markets. While I know we are all grateful for the massive returns we have seen over the last few year, we’re also understandably concerned to protect the gains we have seen. Already there is significant concensious that the markets are tremendously overvalued – bordering on ehuberance – and it would be reasonable to expect a correction.

To be truthful, we’ve been expecting this for some time now and have invested considerable resources into exploring and vetting alternative investment platforms that perhaps could benefit us during uncertain times. The solution that has risen to the surface is Russell Investments.

You may have already heard of Russell Investments via the indexes they have on US equity markets – for instance the Russell 2000 is a commonly known small cap index. This doesn’t mean that Russell invests only in small cap companies, it’s just one of the ways they make their name and brand known in the marketplace.

Russell Investment is a third-party asset manager that builds and manages scientifically diversified portfolios spread across the full spectrum of asset classes. With more than 30 years of navigating market volatility, Russell’s approach is trusted by some of the largest and most demanding investors in the world. These are household brands with millions of dollars in their portfolios such as Boeing, Coca cola, AT&T, Aetna, Caterpillar and more. Their investment solutions are exclusively available only through a limited number of financial advisors, and we’re pleased to have formed the relationship we have formed with them.

Going forward, we are likely to recommend a “flattening” of client’s growth-oriented portfolios to include asset classes we have not used in many years – such as precious metals, global real estate, municipals, and more. The point being that in uncertain times, it’s prudent to diversify – or flatten – your portfolio across a multitude of asset classes. This has the effect of potential reducing volatility and helping to preserve capital.

In order to help provide clients with additional details on how Russell works and how we will be deploying their strategies we’ve planned a Zoom Conference call for Wednesday Feb 10, 2021 at Noon.

Here is the link to join the call: https://us02web.zoom.us/j/8602182048

As always if you are unable to attend, the call will be recorded and made available shortly afterwards.

If you have concerns about the state of the world, National Debt, increasing risk, and protecting the gains we’ve achieved, I would encourage you to make plans to attend the Zoom conference and learn about how Russell Investments can benefit you.

Thanks! See you soon.