Message From Jon
Client: “Should we be pulling our money out right now?”
Advisor: “Nope, we stay the course. Your approach is long-term remember, not short-term.”
Client: “We are close to retiring though.”
Advisor: “But you’re not close to dying and your money has to last 30-40 more years! Be patient, we got this, you and your money are fine.”
Sometimes, we all forget. Among the day-to-day chaos, the headlines, and the constant email and digital reminders that our plan is not temporary or flimsy. It is well-thought-out, managed, and applied. Our investments, our resources, our health, and our time are all a part of this plan, and that plan does in fact take into consideration the ups and downs of investing.
Points to keep in mind 1
But this time might be different 2
Trends we are noticing right now
Till we speak again, enjoy the flowers and springtime weather!