It’s A Good Time for A Portfolio Review

In light of the volatility of the recent market due to the Chinese tariff wars and the controversy of the inverse yield curve, I would like to suggest that we set a time to review your portfolio.

In this review, we will concentrate on the positioning of your portfolio, as well as the opportunities that lie ahead for the rest of 2019 and into 2020.

We may also wish to review your financial plan at this time.

Please read the article linked here as this is one of the opportunities that we face:
Stock dividends are yielding more than the 30-year Treasury bond for the first time in a decade – https://www.cnbc.com/2019/08/27/the-30-year-treasury-yield-is-now-yielding-less-than-stocks.html

Please call my office to set up a phone call or face-to-face appointment before the end of September.

Looking forward to discussing with you soon,


Claude Ohanesian
CGO Wealth Management,LLC