During this very short episode of Roadmap to Retirement, I am joined for a third time by John Howe-Wemett, CFP®, MS to talk about the importance of staying the course with one’s investment strategy during market downturns. We emphasize the value financial advisors offer in preventing clients from making emotionally driven, poor financial decisions. The conversation covers key principles of investment management, including time horizon, liquidity needs, and risk tolerance. We also highlight the psychological aspects of investing, the importance of upfront risk tolerance discussions, and strategies to maintain discipline. John and I  agree that the primary value a financial advisor provides is in helping clients stay committed to their long-term investment plans.
Exciting new episode next week - stay tuned!