To our business owners and investment clients

Please take a look at this 2 min video to feel a little better about all the turmoil in the markets recently. Emotions are tough to ignore in times like this and can help us make rash decisions. We are here to help you through this huge pause we are experiencing and know that better times are not far ahead.

Key takeaways:

  1. Since we are at the bottom or close to the bottom, buying stocks in this economic landscape can pose a great buying opportunity although there is still volatility in the short term horizon.
  2. Clients that are currently retired and taking supplemental income withdrawals, should consider using emergency cash funds so that we are not selling stocks at a low. Once the market recovers we can replenish the cash reserve.
  3. It is very important as a long-time investor, to know what assets to use for income needs such as cash reserves or bond funds.

In the 2008 crisis, I remember talking to hesitant clients about investing and the ones who listened benefited once the market recovered. Let’s not make that mistake. The ones who are waiting for recovery to invest, are like shoppers waiting until AFTER the sale is over to buy an item they love in every color.

If you have any questions, please do not hesitate to call us. We will always be here in the good and bad times.