I had a few thoughts this week after meeting with my Investment Committee and other top economists that I wanted to share, as a quick reminder before we encounter the next wave of market ups and downs:

  1. Volatility isn’t going away, and that means the risk of more market sell-offs.  But for stock investors, the answer isn’t trying to guess when to get in and out of the market.

2. “Time in the market versus timing the market” has proven to be a timeless principle of successful investing, and we believe that it will work in the current environment as well.

3.  Investors need the long- term growth potential of equities.  But staying invested doesn’t mean standing still- especially when the environment isn’t.  

4.  It’s important to make sure your portfolio’s design is better equipped to withstand the impact of market declines.  There are several ways to build in “shock absorbers”- within your stock exposure and by pivoting to complementary asset classes and strategies.

 

That being said, we are actively doing and understanding each of the points above in all of our client portfolios.  This is why you have us, and why investors need professional advice that removes the emotion from a market that loves to suck you into the “dark side”.  Let us help, we love what we do!

About Vance Wealth:

Since 2003, Vance Wealth has served as a premier financial planning practice passionately committed to helping clients and families succeed at every step of their financial journey. Serving Southern California, the practice delivers innovative and comprehensive wealth management strategies precisely customized to each client’s goals and needs. Our mission is to help our clients and families succeed at every step of their financial journey, inspiring them to achieve more. We are committed to stand by their sides to help make the difficult decisions, celebrate life’s joys and be a trusted partner for every moment in between. To learn more, call 661-775-0950, email info@vancewealth.com or visit VanceWealth.com. To keep up with more exciting news, follow @VanceWealth on Facebook.

 

Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.