During times of volatility, it is easy to make financial decisions based on emotions. A word of caution, emotion-based decision making can cause havoc on your long-term results and keep you from ultimately reaching your goals. These are a few things you should do or consider before making any changes: - Create a personal financial roadmap - Evaluate your risk comfort zone - Consider an appropriate mix of investments - Be wary of investing heavily in an individual stock - Put an emergency fund in place - Check with your advisor to see if your portfolio needs to be rebalanced - Avoid scams and fraudulent offers that are probably too good to be true Does this feel like a lot to consider? Our job is to consider all these things, and more. We keep our clients on the path to their life’s dreams and goals, and provide them with the peace of mind knowing that We’ve got their back. If you worry about the market, or you don’t feel like your advisor is covering all these things, please reach out to our team. We would love to offer you a second opinion.
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During times of volatility, it is easy to make financial decisions based on emotions. A word of caution, emotion-based decision making can cause havoc on your long-term results and keep you from ultimately reaching your goals. These are a few things you should do or consider before making any changes: - Create a personal financial roadmap - Evaluate your risk comfort zone - Consider an appropriate mix of investments - Be wary of investing heavily in an individual stock - Put an emergency fund in place - Check with your advisor to see if your portfolio needs to be rebalanced - Avoid scams and fraudulent offers that are probably too good to be true Does this feel like a lot to consider? Our job is to consider all these things, and more. We keep our clients on the path to their life’s dreams and goals, and provide them with the peace of mind knowing that We’ve got their back. If you worry about the market, or you don’t feel like your advisor is covering all these things, please reach out to our team. We would love to offer you a second opinion.
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