16. 16
The first quarter of 2016 marked the sixth period in a row of
quarterly declines — the longest period of consecutive drops
outside of a recession, according to Goldman Sachs.
Although the tone of quarterly earnings this season was
distinctly negative, that doesn’t mean we’re heading into
recession.
Analysts are optimistic that earnings will recover to their
previous levels throughout 2016 as pressures from energy
prices and exchange rates subside.
Corporate earnings need to be monitored.
18. 18
Oil prices in 2016
returned to 2004 levels
Energy related
companies make up
over 15% of S&P 500
Many company earnings
are impacted by oil
prices
19. 19
Oil prices have continued to be
volatile in 2016
Oil Prices should be monitored
by investors
27. An index, whether S&P 500 or the Dow Jones, isn’t
a measure of your portfolio.
It’s what your portfolio is doing, not what “the
market” is doing, that is important.
Your portfolio doesn’t always move in lock step
with any single market or index.
Indexes cannot be invested in directly, are unmanaged
and do not incur management fees, costs and expenses.
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28. It’s near impossible to consistently predict
market declines or increases.
It’s equally as hard to predict how long a
market decline or increase will last.
It’s almost impossible to consistently predict
the absolute best time to get in or out of the
market!
28
31. Re-evaluate your investment goals and objectives
Confirm your investment timelines
Short Term
Longer Term
Re-evaluate your risk tolerance
Conservative… Moderate….Aggressive
Make sure your investments match your risk
tolerance level
31
32. Analyze your true cash flow requirements.
Review your emergency fund needs – keep
enough liquid for 6-12 months of living
expenses plus planned expenditures.
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33. 33
Meet With You!
Confirm your risk tolerance is where
it should be for your situation.
Rebalance – Where appropriate
Capital Gains & Loss Tax Harvesting
Review Your Retirement Plans
34. Analyze your sources of income and true
cash flow requirements
Review your overall tax planning
strategies
Review your emergency fund needs
34
38. What can you expect from us?
Constant communication
More frequent discussions
We are constantly reviewing
economic, tax, estate and
investment issues for our clients
38
40. 40
We will maintain a non-emotional objective
We will avoid knee-jerk reactions
We will assist you in making decisions that
are always in your best interest! - and
WE WILL BE HERE FOR YOU!
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41. Available Soon
Our latest newsletters
and reports
41
Add a friend to
our mailing
list.
They will
thank you!
Portfolio Rebalancing in Today’s Market:
Consider More Than a Formula!
ELLIOTT WEALTH MANAGEMENT
SERVICES, LLC-June 2016
The Four Phases of Retirement-May 2016
Quarterly Economic Update
First Quarter 2016
42. Help Us Help Others !
42
Sign your friends
up for our
newsletter service.
43. We appreciate the opportunity to
assist With
YOUR financial needs!
43