June 2022

Welcome to Certus Wealth Management’s monthly newsletter. We are your partner for achieving the financial success that you desire. Through this newsletter, we’re providing you with relevant, timely insights in the world of wealth management.

A note from Joel: Summer is here and I hope the season has exciting things in store for each of you. My wife and I will continue our long-standing tradition of spending the 4th of July in Mount Shasta, enjoying the area’s outdoor offerings and annual parade. I am also gearing up to send my oldest off to college at Chapman University this fall. As always, I look forward to connecting with you and providing the outstanding service you deserve!

Kindly,

Recent enhancements: We are dedicated to improving the client experience – that’s why we recently changed the custodian we use to hold your investments and made the exciting decision to launch our own RIA (Registered Investment Advisor). If you haven’t already, check out our new website. It includes a Client Login Page which, in addition to your Schwab login, will soon include a link to the Orion platform, where you will able to access and maintain your portfolio history.

Less than 1 in 5 Americans plan to increase their investments in 2022, according to a recent survey. What are the most compelling strategies during volatile times, and what strategies can you take to withstand and offset the effects of uncertainty in the market? READ MORE

Did you know? While there is always something that creates volatility, history shows that stock market news is positive over the long term. During the financial crisis, Warren Buffett said, “In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497.” This continues to hold true.

Empowering you to make financial choices that enable you to achieve the future you desire. View our video to learn more about our philosophy of working with you to shape your financial strategy.

We are here for you. We take pride in helping you achieve your financial dreams, and appreciate your trust and business. Want to discuss your unique goals in more detail? Contact us here.

Financial Advice is offered through Certus Wealth Management LLC, a Registered Investment Adviser. 
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