In light of recent market fluctuations
It's natural for times of market volatility to bring up feelings of apprehension and uncertainty for some investors. Due to recent market fluctuations, several of our clients have reached out for perspective. We're glad they did.
In our 26 years of experience, we've seen this happen time and again, but it can be difficult for investors to get comfortable with the up and down cycles. Thankfully, those of us who study the markets know that pullbacks and corrections are necessary to sustain a healthy market and that, over time, the market has experienced positive growth. In fact, over the last 85 years, the S&P 500 has been positive over five-year rolling periods 86%* of the time.
Having concerns when volatility affects your portfolio is normal. But this is why we emphasize the importance of a tailored financial plan, one that accounts for the occasional vagaries of the market while making strides toward your long-term financial goals. Over time, notable dips such as these should feel like mere bumps in the road to fulfilling your objectives.
We are here to provide you not only with insight, but with advice on how we can help manage the effects of -and capitalize upon – the markets' movements. We're watching the markets closely and will reach out should anything require immediate action. In the meantime, please feel free to get in touch if you'd like additional perspective or guidance.
As always, we thank you for the trust you place in us.