Our Approach to Managing Volatility

During their lifetimes, long-term investors will inevitably face bear markets. But what many investors don't know is that their actions during these tough times can actually impact their long-term results as much - if not more than - market volatility.

There are a number of factors that impact our approach to managing your portfolio during periods of market volatility. These include:

  • Your age.
  • If you are currently retired or your planned retirement date.
  • The investment resources you currently have, as well as the income you expect to receive from pensions and Social Security.
  • The amount of distributions you are planning to take, relative to the value of your porfolio as a whole.
  • How long your portfolio needs to last.

With all our clients, we spend time discussing each of the above factors. This helps us best understand how we can assist them in designing a plan of action that will help manage volatility while still working toward their long-term goals.

If you are concerned about how market conditions affect your investments and your long-term plans for retirement, working with our group can help you weather tough times and mitigate the effects of market volatility.