Perspectives on Market Uncertainty

Whether the bull is reaching its end, or just taking a breath, volatility can make us all feel uneasy about our own direction. This week, I am sharing a couple of different perspectives on market uncertainty. The first is from a DFA investment professional, Jim Parker, titled Sailing with the Tides. 

The second is from a DFA client, Dave Goetsch, an executive producer of the hit television series, The Big Bang Theory. As a writer on a show about a group of brainiac scientists, Dave makes common sense out of complicated concepts for a living. But when it came to market fluctuations, he used to respond with with panic rather than logic. His story, titled Now and Then, discusses how he came to discover a new path for his financial life.

Get the Max Out of Your 401(k)

Are you leaving 401(k) meat on the bone?

While we are on the subject of 401(k)s, let’s talk about making sure you are maximizing your potential with yours. First off, the elective deferral maximum for 2018 is $18,500 (plus another $6,000 catch-up amount for those age 50). If you don’t update your deferral percentage, you may not be fully taking advantage of your pre-tax saving opportunity.

ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company. 

Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

Asset Allocation and/or Diversification do not guarantee a profit or protect against a loss in a declining market.  They are methods used to help manage investment risk. 

ATX Portfolio Advisors, LLC does not offer legal or tax advice.  Please consult the appropriate professional.

Links to third-party web sites are provided as a convenience. ATX Portfolio Advisors, LLC does not endorse nor support the content of third-party sites. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by ATX Portfolio Advisors, LLC.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact ATX Portfolio Advisors, LLC at info@atxadvisors.com.