Timely resources for maintaining a long-term perspective in tumultuous times

It’s not easy to stay calm amidst the fear and panic of a sharp market correction. Financial planning helps our clients stay calm and avoid emotional decisions. We develop personalized Investment Policy Statements for our clients. Each client’s asset allocation is designed to withstand volatility and turmoil and to address short-term financial needs so that the long-term plan stays on track throughout their financial plan. Recent volatility falls within these long-term expectations. As we have during past market shocks, we will continue to monitor the situation closely and add updates and links on this page as the news evolves.

Helpful Resources and Articles:

• Stock Market Declines Can Help Long-Term Investors
• Perspective in a Time of Heightened Volatility 
• How Do Higher Interest Rates Bring Down Inflation?
• Fed’s Message: Get Ready
• How to Handle Market Declines
• When You Think About Investing, Don’t Think About the News
• Missing the Market’s Best Days
• NYT Opinion: We Have Never Been Here Before (Russia/Ukraine)
• How to Invest Calmly in a Chaotic World
• 4 Historical Maps that Explain the USSR
• How to Survive When Stocks Behave Badly
• The Psychological Pitfalls of a Market Cycle
• Suffering Through Your First Financial Crisis?
• How to Stop Worrying and Love a Falling Stock Market
• Investing Against the Tide