15 Signs that it’s Time to Call CoreStates

Each question is worth 1 point (OR worth 2 points if you answer, "Heck yes!"):

1. You’ve been waking up at night worrying about whether you’re worrying about the right things.
2. You got scared out of the stock market earlier this year (near the bottom), and are now scared to go back in (near the top?).
3. You’re convinced the dollar is going to tank, but have no idea what to do about it.
4. Your children are actually turning into responsible young adults, and you hope there’s some money left for them when you die.
5. So far, all your “precious metals” investments have been in the form of golf clubs and jewelry, but you’re thinking this probably isn’t how the pros do it.
6. Your father keeps saying he hopes his last dollar will go to pay for his burial, but you’re thinking it might have to be your last dollar.
7. Your daughter recently announced that she’s just not enjoying Law School, so she is dropping out and applying to Med School.
8. After so many years of investing for the long term, you suddenly realize... it’s now here!
9. You are noticing more and more how the things you’ve accumulated restrict your day-to-day freedom and peace of mind, and how liquid investments do just the opposite.
10. After years of focusing on investment returns, you’re beginning to think you should have been paying more attention to investment risk.
11. Charity may begin at home, but you’re concerned your legacy may end at home and your charitable aspirations go unfulfilled.
12. You’re wondering if your 401(k) will be okay, or will it be KO’d by the next market decline . . . right when you plan to retire.
13. It recently dawned on you that the medical profession has done a much better job of extending life expectancies than your investment professionals have done in extending the life of your nest egg.
14. Your long-held vision of retirement seems to be taking on a decidedly rose-colored hue.
15. You can’t stand another minute of Jim Cramer or Larry Kudlow (or your current advisor, for that matter), and need to find someone you can trust to help you do what is right for you.

SCORING

0 to 5 – Good for you! But, give us a call sometime so that you know us when you need us.

6 to 9 – Not bad, but you could benefit from our help. Call soon.

10 to 12 – This is serious! Make an appointment today.

13 to 15 – What have you been waiting for!? Call an ambulance and get straight over here!

CoreStates Capital Advisors, LLC
267-759-5000
http://www.corestates.us/