Third Quarter 2008 Newsletter - Optivest Wealth Management

941

wp-singular,post-template-default,single,single-post,postid-941,single-format-standard,wp-theme-bridge,wp-child-theme-optivestdanapoint,ajax_fade,page_not_loaded,qode-page-loading-effect-enabled,,qode_grid_1200,qode-child-theme-ver-1.0.0,qode-theme-ver-11.1,qode-theme-bridge,wpb-js-composer js-comp-ver-5.1.1,vc_responsive

Newsletters

Third Quarter 2008 Newsletter

Investment Summary-

Thank goodness for broad diversification in our investment portfolios. While the portion of our accounts that are in unhedged stocks and bonds have been subject to the worst bear market since the Great Depression, our diversification into real estate, trust deeds and hedged stock and bond funds have held most accounts to losses in the low single digits. Stable, cash flowing assets never looked so good…
Third Quarter 2008 Newsletter