Central Markets by Robert Lloyd, CFA

The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the  information cannot be guaranteed. All opinions and outlooks are subject to change.

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  • Robert Lloyd, CFA

Isn't this the wrong time to think about insurance?



When it comes to our cars and houses, everyone carries insurance. Even for rentals, insurance is recommended and frequently paid for . When someone has an accident and they say, "Oh well, too bad I didn't have insurance," our normal response is "what is wrong with you!"


This is practical risk management. My question for you is this: are you doing this same risk assessment with your savings? I am not talking about a complex strategy, just plain rebalancing.


These aren't impossible questions to answer. If you have no idea what I'm talking about, perhaps you need some help. The stock market is providing you a graceful opportunity to rebalance and manage risk. Take it!



Robert Lloyd, CFA®

Chief Investment Officer

Lloyds Intrepid Wealth Management

Lloyds Intrepid LLC is doing business as Lloyds Intrepid Wealth Management. Lloyds Intrepid LLC offers investment advisory services in the State of Texas where registered and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Lloyds Intrepid LLC and its advisers do not provide legal, tax or accounting advice. Lloyds Intrepid LLC formulates retirement plans, investment strategies, portfolio construction and investment due diligence for clients with signed investment advisory agreements with us. The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. All opinions and outlooks are subject to change.


© 2021 Lloyds Intrepid LLC

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