Episode notes

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.

🔔 Don’t forget to like, subscribe, and turn on notifications to stay informed on all things financial planning!

This Video is for informational purposes only and does not constitute an ... 

 ...  Read more
Keywords
market volatility