Are You Prepared for Volatility

Are You Prepared for Volatility

As markets sell-off because of fear of the Coronavirus & potential Global slowdown, what should you do with your portfolio? Are you prepared for volatility? We recommend that you should always manage and be aware of the downside risk in your portfolio. It is important to plan in advance for recessions. Pullbacks of 10% to 20%+ are normal in any given year. Please see the video below. You can pause the video to look at the details. In the video, you will see why future returns for both stocks & bonds may be lower than historical returns. If you need help, please reach out and schedule a meeting.

We encourage you to have a PLAN to quantify your dreams, goals and to plan for recessions.  It is important to “stress test” your plan and portfolio. See our video below.  Click this calendar link to schedule a meeting with Todd — We give free 2nd opinions about your portfolio and strategy – https://calendly.com/todd-iia 

The Flu affects a significant amount of people each year!
Stocks can be highly emotional and volatile

Thanks for reading/ watching. This website is for educational purposes only and is not investment advice. Please Remember: Past performance may not be indicative of future results.  Moreover, no current or prospective investor should assume that future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in any general informational materials or educational sessions, will be profitable or equal any corresponding indicated historical performance level(s).  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s retirement portfolio.  Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Integrity Investment Advisors, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.

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You have successfully subscribed. Thank you! Here are some free resources - Video - A note from your future self - https://youtu.be/HKMYTLyhOGU 5 Free Checklists That May Save You Thousands – Really! Countless people need help in these areas. Checklists include: end of year tax planning, funding a child's college education, caring for aging parents, items to consider before you retire, critical documents to keep on file. Please like & share with family & friends. You can download the PDFs for free. https://www.integrityia.com/5-free-checklists-that-may-save-you-thousands-really/

Todd Moerman - Integrity Investment Advisors

Subscribe To OurBlog!We help Clients retire without getting killed in taxes!

Sign up for our blog to get timely and valuable information about the markets. Free checklists!  Your retirement will thank you!

You have successfully subscribed. Thank you! Here are some free resources - Video - A note from your future self - https://youtu.be/HKMYTLyhOGU 5 Free Checklists That May Save You Thousands – Really! Countless people need help in these areas. Checklists include: end of year tax planning, funding a child's college education, caring for aging parents, items to consider before you retire, critical documents to keep on file. Please like & share with family & friends. You can download the PDFs for free. https://www.integrityia.com/5-free-checklists-that-may-save-you-thousands-really/

Todd Moerman - Integrity Investment Advisors

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