After a period of steady growth, market volatility is a different experience for investors. Market exposure and volatility in your portfolio, however, can be adjusted if you are uncomfortable with current events.
We have numerous investment strategies available, and the flexibility to modify your portfolio to fit any changes to your situation, goals, comfort level, and expectations — provided I know what you are thinking and feeling about your finances. I’m here to help you with your questions and concerns.
SHOULD WE BE CONCERNED?
The red line on the chart above is the volatility index, or VIX, for the past 8 years. To put current events in perspective, note that the recent volatility spike (far right of chart) isn’t unusual when compared to others we have experienced after the 2008 financial crisis. Also note that, long term, the S&P (blue line) has had some blips along the way but has managed to steadily increase over time in spite of these volatility spikes. We all know history can’t predict future performance, but it can give us reference points and knowledge that we’ve survived this before.
The best way for me to provide you with the service you want and the performance you expect is for us to communicate with each other frequently. Let’s talk about your financial management.
Mark Fenton, 239-404-6750