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Second-Opinion Service

During times of marketing volatility it’s hard to watch your investments go down, but it’s important to remember that corrections and bear markets are a normal part of investing. A few things to keep in mind:

Don’t jump to make changes to your portfolio, it’s usually best to do nothing.
Stick to your plan, and don’t try to time the market.
Have a diversified portfolio and invest more conservatively as you get closer to retirement.

If the market’s volatility has you concerned, give me a call. I’ll be happy to review your asset allocation with you.


Diversification does not ensure a profit or help protect against loss.

Kevin Bates Introduction
Financial Planning
Tax-Efficient Investing
Diversification
Stifel Resources
Market Volatility
Liquidity Event