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DG Private Wealth Management

858.222.0312
Financial planning, investment planning and retirement planning, asset management and life insurance.

Looking Ahead

Dear Client

In the sport of rowing, recovery is the return to a former position in order to make the next stroke. In a sport where constant activity, focus and vigilance is crucial to success, recovery, or getting ready to row again, is the most crucial element of all. At DG Private Wealth Management, we are actively helping our wealth management clients recover by setting a strategy to succeed in our current economic environment.

Are you preparing for the recovery?

Recent improvements in the stock market have provided comfort to many that the worst may be behind us. From March 6 to April 17, 2009, the Dow Jones Industrial Average was up 22.7 percent, which is the largest six week gain since July 1938.1 While it is not possible to know if the current market rally is sustainable, recent improvements have provided investors with something very valuable: Hope.

Void of hope, many misguided investors reached a breaking point and deviated from their long-term investment plans in search of "safety" and "stability." Sadly, these investors quickly realized that the safety and stability they sought was elusive and, worse, detrimental to their long-term goals.

At DG Private Wealth Management, we believe that sticking with your holistic wealth management plan is the best way to achieve long-term goals and objectives. Recent market improvements further support our strong belief that having faith in the future not only makes sense, but is the only rational long-term view. As a valued member of the DG Private Wealth Management family, we encourage you to meet with us to review your current wealth management plan and ensure that your plan can help you keep the important promises that you have made.

In an environment fraught with uncertainty, it is more important than ever to have a partner you trust to help you recover for the next stroke. Let us help you ensure that you and your family are preparing for recovery and that you can keep all of the important promises that you have made to yourself and your loved ones.

Sincerely,

Dion Gouws, CPA

1 Mnyandu, Ellis. "Dow ends best 6 weeks since 1938 on econ hopes." Reuters. 17 April 2009. <http://www.reuters.com/article/hotStocksNews/idUSTRE53C1SX20090417?pageNumber=2&virtualBrandChannel=0&sp=true>.