Looking Back, Looking Forward, Looking Out

2012 – The Year in Review

2012 was one for the year books. But then haven’t we said that every year in recent history?  After all is said and done The Bulls have it! When I reflect back on 2012 I think of it as the year of the sound bite.

Looking back… There was much to talk about including a hotly contested election, multiple natural disasters and one global crisis after another yet the stock market persisted and ended the year in positive territory. 

Looking forward… We remain in a period of historically low interest rates. Much like the old country song by Johnny Lee (I date myself) this has forced many investors to look for yield in all the wrong places, possibly creating additional and unintential risk.

Looking out… Does your portfolio have hidden risk? If you are not currently a client, now is a great time for a portfolio review to ensure your portfolio is on track for what’s ahead in 2013.

Have you considered seeking a second opinion? Give us a call. Let’s make a plan to get your financial future on track.

 Learn More: 2012 Annual Market Review


About Sara Seasholtz

Sara Seasholtz, CFP®, was voted one of "50 Most Influential Women in Charlotte" by The Mecklenburg Times in 2011, and has assisted her clients with their financial planning needs for over 40 years. Have a financial question? ASK SARA!


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