SULLIVAN & COMPANY
CERTIFIED PUBLIC ACCOUNTANTS

 

PAUL F. SULLIVAN, CPA

MONIKA BENKOVIC, CPA
RAJ GOENKA, CPA

 

July 19, 2018
 

MEMO


To:      Our Investment Clients
           Via 1st Class Mail and E-mail

From:  Sullivan Wealth Management
           Paul F. Sullivan, CPA
           Chris Bailey, CPA
 

RE:     2018 Annual Investment Account Review
 


 

As your Investment Advisor Representatives, we offer you an Annual Investment Account Review. This consists of reviewing what and how you currently invest with us and discussing alternatives. We also might recommend adjusting your risk-level or contribution rate as necessary and answering any other questions you have. We are here to talk to you and help you achieve your financial goals. As time moves forward, goals change and your investment style may need to change with them.

Following strong 2016 and 2017 years, the U.S. stock and bond markets have had an up-and-down first six months in 2018. We like to remind all of our investors that these up-and-down swings (also called volatility) are normal and to be expected when you invest your money. We recommend a well-balanced portfolio of stocks, bonds, and cash to achieve the best results in the long run.

This meeting is included in the services we provide as your Wealth Managers. We encourage all of our clients to take advantage of this opportunity at least once a year. Please call Stephanie at extension 135 to schedule an appointment, or you can call Chris at extension 142 or Paul at extension 102 if you have any questions.



4709 Montgomery Lane | Bethesda, MD 20814

Direct Dial (240) 316-3531 | Phone (301) 657-8080 Ext 102 | Fax (301) 657-9055
Website:
www.esullivan.net | E-mail: paul@esullivan.net
 

The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities. Information obtained from sources deemed to be reliable, but accuracy or completeness is not guaranteed. Past performance is not a guarantee of future results. Performance figures contained herin do not represent actual client portfolios or results. Actual results may significantly differ from the model portfolio returns presented. Archer Investment Corporation manages the Archer Funds. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The investment return and principle value of an investment in the Funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. The Fund prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the prospectus by calling 800-581-1780.
 
 

Sullivan & Company | Certified Public Accountants | 4709 Montgomery Lane #201 | Bethesda, MD, 20814 | 301-657-8080