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.