Note sull'episodio
In episode 138 of Financial Planning Friday, the conversation highlights the current market volatility, attributing it to new tariff policies affecting the US and global economies. Jerry emphasizes a long-term investment strategy, advocating for buying stocks at lower prices and maintaining target allocations as part of clients' financial plans. We reference a Morningstar chart showing the growth of a $1 investment over 150 years, noting that selling during market crises would have significantly reduced long-term wealth. We are taking this opportunity to reaffirm our commitment to rebalancing client portfolios amidst the temporary crisis.
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