Broker Check


January 23, 2019
Share |

Recently, it’s hard to turn on the news and not see something regarding the “roller coaster” on Wall Street.  Or “Buckle Up, 2019 is going to be a wild ride.”  With the increased volatility we are experiencing, I believe now is a great time to have a second set of eyes on your investments.  Having a second opinion on your most important assets can help you to identify any areas that might need a review.  At NaviPath Partners, we take a personalized approach to your investments and long-term goals.  Please feel welcomed to schedule a complimentary, no obligation consultation to discuss whether your investments are aligned with your objectives.  The following hyperlink will provide additional information about the planning process.  Financial Planning for Individuals & Families

I also encourage you to learn more about Weathering Market Downturns from MFS by clicking here.

Please note that the information and opinions presented by MFS are for general information only and are not intended to provide specific advice or recommendations for any individual. You should contact your investment representative, attorney, accountant or tax advisor with regard to your individual situation. Waddell & Reed is not affiliated with MFS and the opinions of MFS do not necessarily reflect those of Waddell & Reed or its affiliates.  01/19