Sometimes people come to John when they already have investments but want to know if they are in the right plan for their goals and risk level. John enters their information into a software program that will analyze if they have the proper diversification of stocks, bonds, U.S. stocks vs. International. Also will show what sectors (healthcare, technology, financial services and others) are invested in. John sees growth potential in the financial services and energy sectors.
John expects there to be a 10% correction in the stock market at some point in the year but is not expecting any crashes like 2008. So when stock prices go down 10%, buy more!
Give John a call and check how your investment strategy is working for you and suggest any beneficial changes.