Blog
Market Selloff & Rebound
Having a financial plan that calculates the impact of market movements through a range of portfolio performance helps to provide a sense of commitment to your established, long-term goals.
How do You Respond in Market Volatility?
The short answer is that market risk, as measured by volatility cannot be diversified away. What can be controlled is investor discipline – resisting the urge to sell in down markets and become overexuberant in up markets. The antidote to the fear in down markets is to maintain a perspective on the long-term goal you’re either working towards, or have achieved in retirement.
3 T’s to Retirement Planning
For many of us, retirement planning ranks near cleaning the garage on our list of priorities. We know we should do it, and every time we park the car or open the investment statement, we’re reminded of the need to address the situation, but we find it far too easy to simply shut the garage door or file the statement until the next time we’re reminded. If you’re like me, a gentle nudge (or a 2×4 across the head) can provide the jumpstart we need. Here are three considerations to get started down the path: