The Top 3 Questions to Ask.

Oftentimes when we meet with clients there are a few common questions or topics that tend to come up regularly - things that seem to be on the minds of many of our clients. Usually, it has to do with some event or circumstance that is relevant at the time. In 2022, that question has revolved around the idea of “should I change the level of risk in my investments considering what is happening in the market.”

My favorite part of working as a wealth manager is the array of questions from our clients during all market environments.

However, times of market volatility are generally when the most impactful questions come up. This is due to the emotions that go hand in hand with market volatility.

Hidden Risks, Let's Talk About It

There are things that happen in life that we all know about, but rather avoid experiencing personally. Like the host at a restaurant saying it will be a 2 hour wait or your contractor muttering “uh oh” as they work on that renovation in your basement. Generally, those two little words, “uh oh,” are a sign of something lurking behind the scenes that's about to become a big problem.

Over the past months much has been said about how the presidential election might impact the stock market. Although we can't predict what will happen in this unexpected year, we can learn a lot from history.

That truth must always be recognized.

When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place.