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Gorton Wealth Management - Newsletter

 

**NEW** 2022 Annual Review – An update of performance, trends, research, and topics for the long-term investor.  

2022 – A return to quality and value. We have previously talked about value and growth cycles in the markets, and it looks like this year’s pull back may have ended a 13-year run for growth stocks.
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2022 Mid Year Review Newsletter – An update of performance, trends, research, and topics for the long-term investor.

As we have discussed in previous newsletters, predicting markets is difficult, as we never can predict what the world’s backdrop will be…
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2021 Annual Review - An update of performance, trends, research, and topics for the long-term investor

2021 in review, what a surprise: Lots of stimulus from the Fed, significantly higher markets, substantially higher inflation, and we ended the year with the Omicron variant keeping Covid with us into its 3rd year. I don’t think any of those outcomes were expected as we headed into 2021...
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Building and Managing Your Investment Portfolio

After we have worked together to develop an appropriate asset allocation, it is time to start building the portfolio. Based on your allocation we will start to build out each asset class. With $100,000 or more to invest in individual stocks, we believe this is a great method to build and manage a portfolio.
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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
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  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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