"I'm not telling you it’s going to be easy – I'm telling you it's going to be worth it."
– Art Williams

Newsletter from Henry Schroeder


With summer coming to a close and school back in session, it’s time to dust off your account statements and determine if your investment strategy needs an update. Historically, September and October have been especially tough months on your portfolio. As we head towards the end of the year, it’s important you’re prepared for the potential challenges that lie ahead. I recommend you take some time to review your current portfolio and see if you’re well situated to handle any “bumps in the road.” Perhaps it’s time to adjust your strategies to meet the new challenges we’re facing as the economy adjusts to certain new realities. I’ve provided below a few insightful articles that will help as you prepare for the months ahead. As always, please feel free to contact me to schedule a meeting. Whether in person or via web conferencing, I’m always here to help.

Thank you,
Hank Schroeder

196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
© 2021 Kennedy Investment Group. Privacy Policy
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Kennedy Investment Group and Kennedy Insurance Services are not a registered broker/dealer and are independent of Raymond James Financial Services, Inc., member FINRA / SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
*Stocks above indicate the biggest daily movers.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Ask Us Anything