It's What You Keep


May 7, 2013

With the recent market rally there has been a lot of talk about the sustainability of this run up. It is important to always take a step back and keep things in perspective. When building an investment strategy, by definition, you should consider protection first and promotion of growth second. As the risk appetite begins to increase keep the chart below in mind. During the last 33 years,the markets have sustained an intra-year drop on average of 14.7% - this correction can happen in positive years and negative years.The big picture needs to focus on keeping your strategy in check and avoiding speculation. At the end of the year, riding all the highs of the market will not mean as much if you give it all back. We know that a market correction is inevitable; we just don’t know if it is imminent!


If you have any questions or would like to discuss your portfolio, please contact us.

As always, thank you for allowing us to serve you!



Edward J. Kohlhepp, CFP®, ChFC, CLU, CPC, MSPA

Edward J. Kohlhepp, Jr., CFP®, MBA


Please contact us whenever there are any changes to your financial situation, personal situation or investment objectives.
Past performance is not a guarantee of future results.


Mark E. Engberg, CFP® ,
JP Morgan Asset Management


Lower Deficits and Bad Data
Bonds & Interest Rates

Archived Newsletters

Investment Updates

Newsletters Sign Up

Account Login

Contact Info

Kohlhepp Investment Advisors, Ltd.
3655 Route 202, Suite 100
Doylestown, PA 18902
Phone: 215-340-5777
Fax: 215-340-5788

Securities offered through Cambridge Investment Research, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Kohlhepp Investment Advisors, Ltd., a Registered Investment Advisor. Kohlhepp Investment Advisors, Ltd. and Cambridge Investment Research Advisors, Inc. are not affiliated.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. We are licensed in the following states: AZ, CA, CO, DE, FL, GA, IN, KY, LA, MA, MD, NC, NJ, NY, OR, PA, RI, SC, TX, VA, VT, WA

Check the background of this firm on FINRA's BrokerCheck