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Message from Brian

From the desk of Brian Rellihan, CFP®, EA, MBA

What a year to be an investor! I’m very pleased with the resilience we’ve seen in the markets and across our portfolios ...in every allocation.

Back in early April, markets were rattled by tariff announcements. Vanguard tracked the behavior of its “self-directed” clients—those making their own trading decisions—between April 3 and 9. They found that only 8.4% of investors executed trades during that period, and most did so on just one of the five trading days. Among those who traded, buyers outnumbered sellers nearly five to one, showing that panic-selling was minimal.
 

At Wise Wealth Partners, we’re proud to share that we were net buyers of equities during that time. Rather than reacting to the headlines, we viewed the pullback as an opportunity to average into temporarily depressed equities and position our clients for the recovery that followed.
 

We will see how the fourth quarter unfolds.  Our positioning remains tilted toward large-cap quality, value, and, where appropriate, gold.

 

While short-term pullbacks are always possible, we remain optimistic as we head into year-end.

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Brian 

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It starts with a conversation

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