What Happens Now?

To say that last week's election was eventful is an understatement, and this week continues to be remarkable, with markets surging on a positive coronavirus vaccine announcement among other developments like Q3 earnings.

Although our country still faces challenges as 2020 winds down, we can approach the year-end with optimism. Fostering optimism in your investment life means taking a look at your portfolio returns in relationship to the risk that you took to achieve those returns . 

Though diversification and allocation are the main "strategies" touted by the majority of Financial Advisors today, The Naples Money Managers "Enhanced Dividend" Portfolio offers investors exposure to equity markets and enhanced yield while hedging volatility. 

Consider the emotions behind your goals and how they may have evolved over 2020. It may help to take a look at an investment portfolio not simply left to chance!

Success in all your efforts,


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John R. Kinkead

Vice President of Wealth Advisement