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Market Volatility and COVID-19 Thumbnail

Market Volatility and COVID-19

The outbreak of the COVID-19 virus pandemic has caused us all to quickly change our daily routines and cancel or postpone plans. Markets have reacted quite predictably and we are in the midst of a period of extreme market volatility, although some optimism returned with Friday’s market rebound. Nobody knows how long the current pandemic will last but I am confident that at some point, things will return to normal. In the meantime, as investors, it is important to keep things in perspective (and to wash your hands).

Investing Retirement Funding Insights Financial Planning
2019 Annual Commentary Thumbnail

2019 Annual Commentary

2019 Annual Commentary - Fire Drill! A big part of the job of a financial advisor is to set expectations for clients. Nearly a dozen years have passed since the global financial crisis and great recession and as time marches on, memories fade and some investors may have forgotten what happens when markets turn south. This is further complicated following last year when most equities generated double digits returns. This is why we thought it would be appropriate to dust off the article Heat of the Fire by Brad Steiman, head of wealth management at Dimension Fund Advisors. It walks investors through a “fire drill” to prepare them for the next downturn when it arrives.

Investing Retirement Funding Insights Financial Planning