Some Outside Perspective

In an earlier post I mentioned a client that reached out to me with a question about the market volatility.

The events in the markets that transpired in the last quarter of 2018 shook a lot of people – I could see it in the media, in people I run into in social situations, and even some clients. Heck, I know advisors that were concerned. We’re heading into the later stage of this economic cycle – we just don’t know how far along we are right now. Volatility will likely be here to stay for a while. The fact of the matter is, that markets have gone up and down for as long as they have been tracking market history. None of us know when they will go either direction. One of the key pieces that I remind clients of is that the greatest indicator of success in investing is not timing the markets -- it's time in the markets. If you remember your overall goal -- and your time horizon -- that may help to put your mind at ease with the movement of your investments. If that doesn't help, perhaps it's time to reach out to your advisor to make sure that you're both still on the same page. If you want us to have a look at your accounts and provide a second opinion, we're happy to sit down with you. Please reach out if you have any questions, or concerns: we’re always available!

Plan Today…Secure Tomorrow


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