CONSIDER MY VALUE PROPOSITION

Tim Guthrie, CFP – Founder/Investment Manager, Bullseye Investment Management

Bullseye Offers

Attentive Portfolio Management
Transparent, Simple Fee Structure, Fee Only
Educational Approach
28 Years’ Experience

Bullseye Promises

No Sales Charges, EVER
No Annuities, or proprietary products
No Sales Pressure
No Junk Fees

CONSIDER MY VALUE PROPOSITION

Tim Guthrie, CFP – Founder/Investment Manager, Bullseye Investment Management

Bullseye Offers

Attentive Portfolio Management
Transparent, Simple Fee Structure, Fee Only
Educational Approach
28 Years’ Experience

Bullseye Promises

No Sales Charges, EVER
No Annuities, or proprietary products
No Sales Pressure
No Junk Fees

CONSIDER MY VALUE PROPOSITION

Tim Guthrie, CFP – Founder/Investment Manager, Bullseye Investment Management

Bullseye Offers

Attentive Portfolio Management
Transparent, Simple Fee Structure, Fee Only
Educational Approach
28 Years’ Experience

Bullseye Promises

No Sales Charges, EVER
No Annuities, or proprietary products
No Sales Pressure
No Junk Fees

Take the next Step, schedule a call or meeting

 

Email Tim Now!

 

There is NO COST or OBLIGTION to discuss your Situation

Blog

June Newsletter

by Timothy Guthrie on Jul 10, 2019

Project Update 

In May we started on the “financial information update” project.  In this is initiative we are asking you to update information on your financial position (assets and liabilities) and investment time frame and goals.  State regulators want us to document that we are keeping current with client financial needs and over time, investment goals, risk tolerance and finances will change.  This is a new push by regulators.  This update only applied to clients who have been with Bullseye over 3 years and moving forward we will seek to update this information for all clients every three years. 

We sent several batches of mailings out over May and June, and so far, we have received about half of them back. For those who have already returned the update, thank you so much for your prompt action. 

If you have not returned the financial update form yet, please take a few minutes to complete it.  We designed it to be easy to complete, with most information only requiring a check box. We have included a self-addressed stamped envelope.   

If you have a question, please reach out to us.  All our contact information is always at the end of the newsletter.

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1 st Quarter/Tax Season Wrap up Newsletter

by Timothy Guthrie on Jun 18, 2019

Market Update

Through March, our average account was up 15% after all fees. This is ahead of the S&P and considering that our average account is under 80% stocks, is quite good. I appreciate you hanging on last fall, and December in particular. It was difficult, but the right choice. Remember that in December I wrote that I was “not going to sell our excellent investments at these prices.”

All stock market sectors improved, with growth stocks doing better than value stocks generally. Our growth drivers (five of our top 10 holdings) did REALLY good:

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May Newsletter

by Timothy Guthrie on Jun 18, 2019

Market Update

April saw continued gains in most US stock market indices. On average, our accounts gained 2% for total gains of 17% YTD. The underlying theme was that the a ‘trade deal’ with China was 90% sewn up. The feared ‘global slowdown’ was now cancelled and everything looked rosy.

In May the picture changed. The news was China “walked back” their previous concessions and Trump imposed threatened new higher tariffs. With the trade deal now in tatters, the market gave back some of the recent gains. Major indices fell 4- 5% and the ‘fretting’ level was high…for a day. Then a more rational opinion took over. The ‘rational’ opinion was this:

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