Looking at last week’s performance and a sneak peek at Wealth E&P’s Annual Investment Summit
November 29, 2021
Welcome to Wealth Enhancement & Preservation’s Market Minute, where we get to update you on everything that happened in the financial markets this past week. My name is Jake Sanders, and I am a partner at Wealth E&P and operate as a Wealth Advisor and Certified Financial Planner. I hope you all had a great Thanksgiving week and got to spend some good time with friends and family.
By way of market review, if you weren't paying attention, we had a little bit of a down week last week. Most of this was driven by the COVID-19 Omicron variant and fears around that. Specifically on Friday, we saw some pretty negative actions around those fears. However, as is typical, today the market is up and rebounding pretty nicely. Hopefully that will continue, but if it doesn't, just know we're paying attention. In fact, our All-Weather score is still in the positive camp right now; it is ticking down in some areas, and we'll of course keep you posted there.
I wanted to pause from other market updates and just give you a peek behind the curtain. The team at Wealth E&P is currently at our Annual Investment Summit! This is a two-day event where the whole team gets together, including our Cartersville and Charleston offices.
We're here to review 2021, look at what went right, and more importantly talk about 2022 and what adjustments we're going to make. Of course, this includes how we're going to better serve our clients and in our portfolio management.
If you have any questions about that, or want to find out more, we'd be happy to talk to you. Please feel free to reach out or visit www.wealthep.com. Otherwise, stay tuned for our Market Minute next week! We hope you all have a great day.
At Wealth Enhancement & Preservation, we are here to serve as your financial advisor and source of support in the Alpharetta, GA, Cartersville, GA, and Charleston, SC areas. Our advisors are dedicated to simplifying the complexities of the financial world and as your advocate, we strive to learn about your most valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.