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Staying the Course

Clients,

I recently received this chart that I would like you to review. Please see the below PDF attachment. It contains a lot of information; but it’s the first chart that is most important. You have heard me say many times that I work with and invest my clients’ money on a “macro economic” level. Staying the course during turbulent times is incredibly important. 

If you have any concerns or questions, please reach the office and schedule a 10 minute investment call with me. I will always make time for you.

I hope you are enjoying these beautiful fall days!

Kelli

Investment advisory services are offered through Golden State Equity Partners, LLC (“GSEP”), an investment adviser registered with the U.S. Securities and Exchange Commission. Longevity Wealth is a DBA of GSEP. CA Insurance Lic# OH03261