The Year of the Unexpected

  1. Oil trading into the twenties
  2. Brexit
  3. The Chicago Cubs
  4. Donald Trump

2016 held four pivotal events which few could have predicted with any great certainty.

Surprised at these occurrences, to say the least, these events remind us of two important principles for long-term investors:

  1. Don’t invest based on outcomes of uncertain events
  2. Control what you can control

The road ahead is likely to be equally uncertain.  At Matrix Wealth Partners, we focus on creating value in areas we can control – such as the fees we pay, tax efficiency, and utilizing innovative technology to better understand risks and drivers of performance in portfolios.

We look forward to elaborating further on these topics in the months ahead.  In the meantime, we wish you a happy, healthy, and prosperous 2017!

About the author

Matt Rubin and Justin Gaines have dedicated their careers to advising clients on asset allocation and portfolio implementation. With 30 years of diverse industry and wealth management experience, they bring a unique perspective to all who entrust their wealth with Matrix Wealth Partners.