Need Help Weathering the Financial Storm....

Need Help Weathering the Financial Storm....

March 27, 2020

The longer I'm in this business the more convinced I am that change is the only constant. I realize that market ups and downs can be extreme and unpredictable, and that volatility can play havoc with your nerves. In times like these, I like to remind my clients to expect the unexpected and try not to let emotion derail your long-term investment plans. One of the most common temptations is to lose patience and sell as prices continue to drop.

Now may be a good time to re-evaluate your portfolio — to get back to basics. I don't have a crystal ball, but often take solace in history: over the long haul, the U.S. stock market has risen more than it has declined, reflecting the fact that the economy and business activity have expanded and overcome periodic downturns.*

Back to Basics Advice:

-Don't Panic
-Assess your situation — what isn't working
-Long-term investors: don't give up on stocks**
-Have your original investment goals or objectives changed?
-Do you have a well-balanced portfolio; if not, where is the under- or over-exposure?

I am available to discuss your portfolio concerns at your convenience. To schedule your no-obligation, no-cost portfolio review, please call or, if you prefer, you can reach me at

I look forward to the opportunity to extend my services and to help position your investment portfolio for long-term success.


Securities and advisory services offered through LPL Financial, member FINRA/SIPC.

*Past performance is no guarantee of future results.
**Stock investing involves risk including loss of principal.
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