Financial Services Sector


The sector that leads you into a period like we’ve just experienced is quite often the same sector that thrives when the bulls start running.  Through 2008 and the first part of 2009 the financial services sector was absolutely decimated.  This created huge amounts of opportunity and growth potential. 

Since February of this year we over weighted our Moderate and Aggressive Portfolios towards a handful of sectors, including financial services.  Since the March 9th lows here are five financial stocks and their returns, through the end of August.

Goldman Sachs +125%

Citigroup +376%

Bank of America +369%

AIG +548%

Wells Fargo +177%

We’ve realized tremendous growth through the first eight months of the year, allocated within the financial services sector, and feel there is great long term value within those investments.

Please feel free to contact our office if you’d like to learn more about how with work with our 401(k) and individual clients.

Best regards,

Ron Sloy, CFP

Learn more about Ron Sloy.


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