Broker Check

I hate 'em, too!

March 31, 2025

Market pullbacks are never fun.  I hate them, too.  They can make us anxious, nervous, fearful.

Let's all take a collective deep breath. 

The worst thing to do in a marketpullback is react strongly.  Great analogy - roller-coasters make me anxious, nervous and fearful - and, if I ever make that decision to go on one - the worst thing I could do is take off my safety strap and jump off.  That has the highest probability of my getting hurt.

So - what do we do right now?  If we've employed the Advanced Time Segmentation (ATS) model to your income strategy, we have make adjustments. Remember, the projected returns in all exposed categories are an average over a multi-year period.  

If we haven't employed an ATS model, let's talk about it. 

And, if you are several years away from retirement, what an awesome opportunity you may have to invest in your long-term portfolio!

Our office is monitoring our clients' major concerns, trimming growth, adjusting for losses, making strategic moves, as we progress day after day.  I'm taking a steady approach with your concerns in mind.

I'm available - call our office 315-48-1020 - for a personal appointment.  In the meantime, let's look forward to a break from the winter weather as we turn the calendar to April and look at those hardy crocuses and brave daffodils as they buffer the ever changing weather.  

Enjoy today.