Broker Check

NOW is the time to create a plan for the next market downturn!

October 01, 2018

A large function of my role is to ensure that financial decisions are made thoughtfully and deliberately. This has been a lot easier over the last few years due to abnormally low market volatility. While no one knows exactly when, the day will come when the market sells off significantly. At that day, we will be at the mercy of our amygdala (or brain’s fear center) and impulses that may influence us to make costly decisions.


That is why the time to create a response plan is NOW. We have a financial plan. This is about creating a behavioral plan.  Let’s talk and prepare for the next downturn to ensure we make decisions to help you reach your goals. That’s why we have a plan in the first place – it to help you reach your most cherished financial goals. 


I look forward to the discussion.


All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful. Past performance is not indicative of future results.