Broker Check

Be Prepared, Don't Panic

| September 17, 2020
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The rest of 2020 is shaping up to be filled with uncertainty:  market volatility, a possible second wave of coronavirus, and the shifting landscape of work and school. 

But it’s not time to panic, it’s time to be prepared. 

As you listen to the talking heads, you may get the idea that if you make the right moves at the right time, you can time the market. But no one can. A better way forward is to understand how much risk you are willing to tolerate in your strategy. Also consider your spending habits, your family needs, and your short and long-term goals.

As we enter the final months of 2020, it’s a good idea to review your financial strategy and talk about how to handle market risk. We have built a diversified plan to help you meet your long-term goals and investing for the long term can leave you feeling confident in any market.

Here are some articles that I found insightful. I’d love to know your thoughts on them. 

If You Own Too Much Stock In One Company, It's A Good Time To Consider Diversifying

October 15 Is The Deadline For Filing Your 2019 Tax Return On Extension

9 Things to Know Before You Refinance Your Mortgage

Thinking About The Unthinkable In Your Estate Planning

Fed Signals Interest Rates to Stay Near Zero Through ​2023

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