When the markets turn as volatile and confusing as they have over the few past several years, even the most patient investors may come to question the wisdom of the investment plan they've been following.
At LodeStar®, we've seen all kinds of markets come and go. We can certainly empathize with people who find the current environment challenging. We'd like to help, if we can.
Here's what we offer: A cup of coffee and a second opinion.
By appointment, you're welcome to come in and sit with us for a while. We'll ask you to outline your financial goals and then review your portfolio with you. If we think your investments continue to be well-suited to your long term goals, in spite of the current market conditions, 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.