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ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION

August 21, 2015 | Markets Plummet!

Adrian Mastracci

Adrian Mastracci, Discretionary Portfolio Manager, B.E.E., MBA. My expertise in the investment and financial advisory profession began in 1972. I graduated with the Bachelor of Electrical Engineering from General Motors Institute in 1971. I then attended the University of British Columbia, graduating with the MBA in 1972. I have attained the “Discretionary Portfolio Manager” professional designation. I am committed to offering clients the highest standard of personal service by providing prompt, courteous and professional attention. My advice is objective, unbiased and without conflicts of interest. I’m part of a team that delivers comprehensive services and best value in managing client wealth.

It’s an ugly day!
Actually, it’s an ugly week!

I attach my pdf showing the Dow Jones large drops.
All to say this movie has played before.

First, take a deep breath on a day like today.
I aim to control as many of your market factors as possible.

Here are your key ones:

Retirement capital needs and investor profile.
Desired portfolio rate of return and asset mix targets.

Risk tolerances and time horizon.
Broad diversification and frequency of purchases.

Investing style and rebalancing strategy.
Capital loss strategy and investment quality.

Every investment plan can control each of these factors.
It’s never too late to tweak portfolios out of sync with personal goals.

Long term investors can buy some as part of the journey.
Now let’s take another deep breath.

Please contact me to discuss this topic further.
Talk soon,

Adrian

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August 21st, 2015

Posted In: Adrian Mastracci Blog

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