As the S&P 500 index and the Dow Jones Industrial Average (DJIA) reached record highs through the third quarter of this year, many investors are asking: “Why isn’t my portfolio keeping up with the stock market?” This is a good question, and one that requires an informed perspective and proper context to adequately address. After all, it’s natural for investors to feel frustrated when their portfolios do not keep pace with the market, particularly when the market is on a hot streak.

 

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Information is not intended to provide specific legal or tax advice. Derek Gregoire, Keith Ellis, Matthew Peck, CFP®, CIMA® nor SHP Wealth Management provide tax or legal advice. You are encouraged to consult your tax or legal professional for guidance on your individual situation. Investment advisory services are offered through SHP Wealth Management LLC., an SEC Registered Investment Advisor. Offices in Woburn, Westborough, Hyannis, and Braintree are offices of convenience and only used for client meetings.

Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities, Matthew Chapman Peck, CFP®, CIMA®, Derek Louis Gregoire, and Keith Winslow Ellis Jr. are independent licensed insurance agents, and Owners/Partners of an insurance agency, SHP Financial, LLC.. In addition, other supervised persons of SHP Wealth Management, LLC. are independent licensed insurance agents of SHP Financial, LLC. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional before investing. Both SHP Wealth Management, LLC. and SHP Financial, LLC. will offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product.

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