In the Changing Economy, Stick with the Basics

In times like these, I want to encourage you to expect the unexpected and try not to let emotion derail your long-term investment plans. One of the most common temptations is to lose patience and sell as prices continue to drop. The longer I’m in this business the more convinced I am that change is the only constant. I realize that market ups and downs can be extreme and unpredictable, and that volatility can play havoc with your nerves. Now may be a good time to re-evaluate your portfolio – to get back to basics. I don’t have a crystal ball, but often take solace in history: over the long haul, the U.S. stock market has risen more than it has declined, reflecting the fact that the economy and business activity have expanded and overcome periodic downturns.

Back to Basics Advice

  1. Don’t Panic
  2. Assess your situation – what isn’t working
  3. Long-term investors: don’t give up on stocks*
  4. Have your original investment goals or objectives changed?
  5. Do you have a well-balanced portfolio; if not, where is the under- or over-exposure?
I am available to discuss your portfolio concerns at your convenience. To schedule your no-obligation, no-cost portfolio review, please call me at or, if you prefer, you can reach me at cdavis@missioncityinvest.org. I look forward to the opportunity to extend my services and to help position your investment portfolio for long-term success. *Stock investing involves risk including loss of principal. Past performance is no guarantee of future results.

Mission City Investment Services

1395 Franklin Street
Santa Clara, CA 95050

P: (408) 244-5818 opt. 7

F: (408) 244-9390

cdavis@missioncityinvest.org