Broker Check
Don't fear the bear

Don't fear the bear

September 22, 2022

We are now nine months into a bear market.  It's important to keep perspective.  Bear markets are a normal part of investment cycles.  They should not cause alarm if you have a good financial plan.  Instead, they should be looked at as a buying opportunity.  

What is a good financial plan? 1)  A fully funded emergency account.  2) Debt that's non-existent or under-control.  3) A diversified portfolio.  4) Strategy meetings held annually - at a minimum.  5) Written plans for all financial goals.

If we can help with any of these items, please call to have a conversation to see if we'd make a good team.