Mid-Quarter Commentary

By: Ferguson-Johnson Wealth Management | March 1, 2015

“In essence, fears stem from a lack of knowledge, confidence, and trusted guidance.”
-Lance Drucker

Before we get into business, I wanted to take a moment to give you an update on the happenings at our firm. It has been quite an exciting quarter in our office, so far!

We have officially launched our new website! Going forward, our hope is that you will find our website to be a valuable resource for your financial affairs. Derek, Jon, and I will be publishing new content and fresh ideas about the state of the markets and tools to help you achieve your goals.

Derek Johnson celebrated 15 years with the company this past February! I’ve had the privilege of watching Derek grow from an intern way back in 2000 into my partner today. Our firm would not be where it is without the hard work and steady hand of Derek over all these years.

I fully expect to be celebrating many more milestones in the years to come.

Jon Powell passed his CFP® exam last November and as of January is officially a CERTIFIED FINACIAL PLANNER™. Only 17% of all financial advisors can claim this distinction1 and we are very excited to have a CFP® as part of the team. We offer all of our clients comprehensive planning as part of our services to you.

If you haven’t already,please let us know if you would like us to review your financial plan.

Christina gave birth to a wonderful baby boy in February! Unfortunately for us though, she will be moving on to raise her new son and support her husband’s business. We are very sad to see her go and wish her and her growing family the best.

However, we are pleased to welcome Stacie Ricketts to the firm! Stacie is a mother of two. Her oldest, Jason, is a budding artist who has been invited to exhibit his work at a juried art event. Zaylah, her younger daughter, is a mighty singer.

We’re waiting anxiously for her inevitable debut on American Idol. Stacie has worked in the world of National and International business for over 15 years. The next time you’re by our office, be sure to sample some of Stacie’s home-baked confections, they are delicious!

A frequent topic that seems to come up with our clients is that of worry. We worry about the well-being of our families, our friends, what’s going on overseas, and what’s going on here at home. We spend so much time worrying about so much, that the last thing we need is to worry about our investments.

After this letter, I’ve included a recent piece from Jim Parker of Dimensional which explains why worrying about the short-term volatility of our investments isn’t worth our time. I found it very insightful.

Here’s to looking forward to warmer temperatures and a beautiful Spring.

John, Derek, Jon, Angela, & Stacie

1Source: CFP® Board
Investment advisory services offered through Ferguson-Johnson Wealth Management, a registered investment adviser.

This newsletter contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this newsletter will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.

Indices are unmanaged and investors cannot invest directly in an index. Unless otherwise noted, performance of indices do not account for any fees, commissions or other expenses that would be incurred. Returns do not include reinvested dividends.

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