You don’t need me to tell you that we are living in unprecedented times.
The whole world is grappling with the effects of coronavirus (COVID-19).
Businesses are trying to find a way to keep going while protecting customers.
Families are practicing social distancing to keep each other safe.
And wild stock market swings have become a daily occurrence.
In response to this historic period for investors, I am making it a priority to put all of the experience, expertise, and resources available at Navellier & Associates to work for individual investors like you.
But why should you trust our research and expertise?
We’ve Been Here Before—5 Market Corrections and Counting
In recent weeks, analysts and experts have compared the 2020 correction to the 1987 Black Monday crash. Back then, the market had just experienced a five-year bull market when the Dow Jones Industrial Average fell 22% in one day.
You may not know this, but Navellier & Associates was actually founded in 1987. It was during this time of fear and market volatility that I launched my firm and doubled down on my commitment to help individual investors no matter what the market threw at us.
In the 30+ years since then, we have guided our clients through every market correction including the summer of 1998, fall of 2002, early 2008, and March 2009. We rely on our extensive research, trend analysis, customized strategies, and historic market knowledge to help our clients take advantage of the opportunities presented by market corrections in both the short and long term.
The common factors in the crashes of 1987 and 2020 are that they both suffered from computerized trading and an aging bull market. However, the most significant factor at play in 2020 is coronavirus (COVID-19).
While we don’t know when this coronavirus crisis will end, we do know that as a nation we have been through crises before and we’ve gotten through them by banding together. And this time will be no different.
The bottom line is this: The market is starting to build a base and when this is all over, I expect dividend and fundamentally superior stocks to skyrocket as economic demand is unleashed. So, it’s important to stay engaged with the market and watch for pullbacks to buy into great stocks at discounted prices.
Get a Professional Review of Your Personal Portfolio
While we are all experiencing the effects of market volatility, every investor is unique. There isn’t a cookie cutter answer to investing that applies to every single investor. In fact, you’d be hard pressed to find two investors who are in the exact same situation or have the same financial goals.
That’s why we are providing a one-on-one professional review of your portfolio. We want to have a real conversation with you about your risk and goals and to align your investment strategy accordingly.
This review is done over the phone—at a time that is convenient to you—to give my associates and me the opportunity to learn about you and listen to your concerns.
With a little input from you, we can work together to help you recharge your portfolio in a way that will strive to…
- Focus on investments that can work for you in 2020 and beyond.
- Maximize your retirement income (now and in the future).
- Stay within your risk tolerance, without sacrificing returns.
Here’s How It Works:
Contact us today for a confidential review of your current portfolio. I, or one of my associates, will personally go over your financial concerns and the investments you currently hold.
We’ll use our proprietary analysis system to look for opportunities to help guide you toward a portfolio we feel will suit your investment objectives. We’ll point out any recommendations. In some cases, a few simple adjustments can lower your risk level.
What’s more, I plan on conducting as many portfolio reviews as possible over the next 30 days. I’m looking forward to helping you by applying my firm’s institutional-level resources to your personal portfolio.
To schedule your Market Portfolio Advisory Review, please click here to contact us.
I’m confident we can help you rebuild your portfolio so it is in line with your individual financial objectives.
In the meantime, be safe and try to stay healthy out there.
Chief Investment Officer
Navellier & Associates