Volatility, Discipline & Outlook
September 1, 2014
Dear Friends and Family,
The market is always testing investors’ resolve. Volatility has returned, but history tells us that discipline — not prediction — drives long-term results.
Our approach remains unchanged:
- Own high-quality, dividend-paying companies
- Stay diversified across asset classes
- Avoid emotional reactions to short-term headlines
We remain optimistic over the long term and welcome any questions or concerns.
Sincerely,
Katz Family Financial