Affiliated with Sentinel Life & Sentinel Financial Management Corp.
Commentary - Hans H. Mathisen
Your Personal Estate Record - LIFE LETTER for May, 2002: This one is a must for all of us. We never know when the information pertaining to our affairs may be needed. Additional copies are available on request.
What do I do Now? - The June, 2002, issue of LIFE LETTER expands on the May issue: You certainly want to keep these two documents together. And, in the event you want help organizing your affairs, feel free to contact me. Our team of experts include the very best financial planners, accountants and lawyers.
(In brackets, I want to tell you about the widow who received this information several years ago. She wrote: ďThank you, Hans, for sending us these planning guides. With my late husband, we acted on the information you gave us only months before he passed away. Having this information available made it easier for me to get on with my life as a widowĒ).
THE STOCK MARKETS - Investors have not experienced the growth they would have liked to have had during the first five months of 2002. While all major stock indexes show a year-to-date negative return as of May 31, 2002, there are several conservative, blue chip funds that have produced a double-digit increase each year since world markets started to decline in March, 2000. The obvious message is now, as it has always been: Go for value. Be diversified. Stay invested at all times. And donít panic. The markets will recover with time. If you want to discuss an investment portfolio that will yield 8-12 per cent per annum each and every year, please give me a call. I will give you the details.
What Do I Do Now?
© 1999 Bowen Financial Inc. and Donald F. Pooley, Inc.
Want help organizing your estate?
Mutual confidence is the power that binds together all harmonious human relationships.