Back to Basics

August 29, 2019
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The longer I'm in this business the more convinced I am that change is the only constant. I realize that market ups and downs can be extreme and unpredictable, and that volatility can play havoc with your nerves. In times like these, I like to remind my clients to expect the unexpected and try not to let emotion derail your long-term investment plans. One of the most common temptations is to lose patience and sell as prices continue to drop.

 Now may be a good time to re-evaluate your portfolio — to get back to basics. We don't have a crystal ball, but often take solace in history: over the long haul, the U.S. stock market has risen more than it has declined, reflecting the fact that the economy and business activity have expanded and overcome periodic downturns.*

 Back to Basics Advice

  • Don't Panic
  • Assess your situation — what isn't working
  • Long-term investors: don't give up on stocks**
  • Have your original investment goals or objectives changed?
  • Do you have a well-balanced portfolio; if not, where is the under- or over-exposure?

 We are available to discuss your financial concerns at your convenience. To schedule your no-obligation, no-cost financial review, please call us at 770-495-3463 or you can reach us at annette@wealthfinancial.us.

 We look forward to the opportunity to extend our services and to help position your investment portfolio for long-term success.

 Sincerely,

 Wealth Integrity Financial

 

 *Past performance is no guarantee of future results.

**Stock investing involves risk including loss of principal.