February 2016: Empowering Great Decisions
The financial markets got off to a rough start in 2016. Many people are wondering what impact it might have on them and if they should be doing anything different. At Illumination Wealth, we help our clients understand how the financial markets affect them and guide them in thinking objectively about any changes they make in their financial lives.
In this edition of our newsletter, we’ll share with you some recent education we provided our clients and advice for understanding the current market environment. We will share another core value of Illumination Wealth that focuses on client decision-making. Also, check out Matt’s recent TV appearance.
In this edition:
- Financial Market Update
- Matt Rinkey Appearances
- Illumination’s Core Values
Financial Market Update
Illumination Wealth held a webinar to discuss what’s going on in the financial markets and provide perspective and education as it relates to managing your investment portfolio. Watch the presentation below.
Matt Rinkey Appearances
The American Dream TV Show
Matt Rinkey appeared on The American Dream TV show to talk about bear markets, the recent volatility and how to manage your investments to weather all of the market’s temporary declines. Do you know what the average intra-year stock market decline is? Watch the show to find out.
The Craig Sewing Radio Show
Matt Rinkey discussed stock market volatility and advice for the new year on The Craig Sewing radio show. When there’s uncertainty in the market, Matt advises that “the most important thing is to have a plan.” Listen to the show to hear other advice Matt has about the stock market.
Illumination’s Core Values
At Illumination Wealth, we work under a set of core values that drive every decision we make about how we serve our clients. We believe it is important that we share these core values with you, and you will be learning about a core value of ours each month.
Empower Decision Making
The Oxford dictionary defines the word empower as “to make (someone) stronger and more confident, especially in controlling their life and claiming their rights.” At Illumination Wealth, we strive to empower our clients in their financial lives. It is important that they are empowered to make decisions that help them live their best financial life. We empower our clients by providing education, asking the right questions, sharing information, offering a different perspective, and making recommendations so they have the confidence to make good financial and life decisions.
We recently empowered a client to make the decision to move to another state. The client was unhappy in their job and not living in a community surrounded by their family and friends. The only reason for continued employment at this company was due to the sizable salary that allowed her to offset the losses she had in an unintentional rental property. After understanding the total cost of inaction, including non-monetary costs as well as the impact on their financial goals, the client made the decision to sell her rental property, leave her job, move to a place surrounded by family and begin more fulfilling and equally lucrative work. We believe that identifying barriers and having the right information helps empower our clients to make decisions that meet their personal, professional, and financial goals.
A real decision is measured by the fact that you’ve taken a new action. If there’s no action, you haven’t truly decided. – Tony Robbins
We were honored this month to be recognized by Five Star Professional in San Diego Magazine to be in the top 5% of San Diego based wealth management firms with exceptional customer satisfaction.
As always, we hope you have found this edition to be enlightening and look forward to hearing from you soon!
All the best,
The Illumination Wealth Team
The opinions and forecasts expressed are those of Matt Rinkey, President of Illumination Wealth Management (IWM) and may not actually come to pass. Mr. Rinkey’s opinions and viewpoints regarding the future of the markets should not be construed as recommendations of any specific security or Illumination Wealth services. No part of this material is intended as an investment recommendation. Neither the information nor any opinion expressed constitutes a solicitation to purchase or sell securities or any of IWM’s services. Do NOT ever purchase any security without doing sufficient research. There is no guarantee that investment objectives outlined will actually come to pass. Investors should consult an Investment Professional before investing in any investment program. Neither Mr. Rinkey or Illumination Wealth nor any of their employees shall have any liability for any loss sustained by anyone who has relied on the information contained herein. Entities including, but not limited to IWM, its officers, directors, employees, customers and affiliates may have a position, long or short, in the securities referred to herein, and/or other related securities, and may increase or decrease such position or take a contra position. The analysis contained is based on both technical and fundamental research. Although the information contain is derived from sources which are believed to be reliable, they cannot be guaranteed. Past performance is never a guarantee of future results.