With the recent increase in market volatility, many clients have shared with me their sentiments of uncertainty and confusion.
A significant part of my job as an advisor is to help coach clients through periods of unease so that they don’t make decisions based solely on emotion, but rather, because of a well-thought-out strategy.
One of our third-party asset managers, John Cogswell, CFA, recently wrote an article on his experiences with this exact topic. He provides insight as to how and why investors can partner with their advisors during times of high anxiety. John is the Chief Marketing Strategist and a Portfolio Manager with Baystate Wealth Management. You will find his article here: https://baystatewealth.com/2019/10/09/elevated-anxiety/
If you have questions about your personal financial needs, and/or how an investment strategy can be designed around your unique circumstances, you may schedule a complimentary initial consultation at https://calendly.com/planningforgood/complimentary-initial-consultation-website.
CRN202110-255052 / CRN202212-275121