Edward-Jones Informs Rotary On Investments

Yesterday our own Richard Whitley (shown below) of local Edward Jone's new office in Windsor, updated the Windsor Rotary about investment stragetgies for 2008. There is a lot of concern about the possibility of a recession right now. Keeping that in perspective was the message.




Richard handed out a great graph from Putnam (shown below - click on graph thumbnail to bring up graph full size) that dramatized the key point that free economies always go up over time. Since 1949, recessions (also known as bear markets - shown in red on the graph) have been few and far between. They are a part of the normal cycle of economics and are nothing to be concerned about long term.




Richard gave an excellent talk about investment thinking in 2008, emphasizing this point that taking steps to minimize the downside of a recession does not alter the fact that, long term, intelligent investments always go up.




Mike Flannely (above on right) presented Richard Whitley (above on left) with the traditional cobalt blue mug as a thank your for his talk.

If you have questions about investments you can call Richard at Edward Jones, (252) 794-2194. Their new office will be open in 30 days in downtown Windsor and then you can just drop by here.