Hey, it’s Brian, I just wanted to give you a quick update, I think most of you probably know that our number one priority is to always provide you with the very best service.
And a lot goes on behind the scenes, even when we may not be scheduled to meet with you face to face, especially during uncertain economic times, like we’re experiencing right now. For example, when we make decisions about when to make adjustments to your investment portfolios, we’re not just reacting to the latest headline news. Some of you probably recall that in January, we actually removed some risk from our portfolios, and added more defensive positions.
Now we have received a green light signal from our algorithm. So we’ll be making some additional adjustments, and we’re going to be adding back some of the investments we were temporarily avoiding. And even though investing can sometimes be emotional, as all of you know, it’s important for you to understand that we do not make decisions emotionally, we make them based on sound data, and signals from the economic cycle to give us the highest probability of success.
And remember, you know, your financial plan that we’ve customized to your goals and to your tolerance for risk. We create different buckets for you, we have a safe bucket to balance out any risk we may be taking in the other bucket. But I just wanted to let you know, we continue to work very, very hard for you during these very unique times. And most importantly, we’re going to continue to provide you with updates.
So thank you for your trust and your confidence and know we will always put your best interest first. So there’s two links below this video. If you have a question, you can click one link and we can set up a time for us to talk about your plan if you’d like and also for those of you in the cabana portfolios, you can see their commentary and get updates on the other links. So have a great day. We’ll talk to you soon.
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Past performance is no guarantee of future results. All investment strategies have different degrees of risk and the corresponding potential for profit or loss. Asset allocation and diversification will not necessarily improve returns and cannot eliminate the risk of investment losses. “Target Drawdown” is merely a descriptive term used to describe the general strategy and objective of the portfolio, it is not a guarantee, nor should it be construed to suggest safety or protection from loss. There is no guarantee that portfolio performance will remain consistent with the targeted drawdown parameter. While risk tolerance and targeted “drawdown” are identified on the front end for each portfolio, Cabana’s algorithm does not take any one client’s situation into account and there is no guarantee that Cabana’s strategies will be suitable for any investor. Investors and advisors should not simply rely on the name of any portfolio to determine what is suitable. It is the responsibility of investment advisors to determine what is suitable for their clients. Cabana manages assets on multiple custodial platforms. Performance results for specific investors will vary based upon differences in associated costs and asset availability.
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