Riding the Roller Coaster, BP & Donor Advised Funds | Q3 2010 Client Newsletter

When the markets are scary, we tend to hear a particular question, “What are you doing to protect me?” As a wealth management firm that promotes the idea of “passive” investing, Abacus runs
the risk of being perceived as a firm that does nothing. It’s true that we don’t peer into the proverbial crystal ball to predict which asset classes are going to do well in the future. However, we are diligent about using a systematic approach to attempt to buy low and sell high. We do this by opportunistically rebalancing your portfolio.

Download the full newsletterDownload the full newsletter

Share:

What’s your financial archetype?

Simplify your life with a plan

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.